NEVILLE RODIE & SHAW INC GE — GENERAL ELECTRIC CO COM

Ownership history in NEVILLE RODIE & SHAW INC  ·  110 quarters on record

AI Ownership Summary

NEVILLE RODIE & SHAW INC reported GENERAL ELECTRIC CO COM (GE) in 110 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.87% in 2026 Q2. The latest visible filing shows GE at 1.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEVILLE RODIE & SHAW INC's position in GENERAL ELECTRIC CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GE was reported at 1.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GE stock page NEVILLE RODIE & SHAW INC fund profile NEVILLE RODIE & SHAW INC full holdings
How NEVILLE RODIE & SHAW INC held GE — position size vs. price
% of Fund (quarterly)    GE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 77,413 +524 +0.7% 1.87% $29K 2026-07-06 $378.68
2026 Q1 ADDED — — — 76,889 +1,849 +2.5% 1.59% $22K 2026-04-01 $292.32
2025 Q4 REDUCED — — — 75,040 -649 -0.9% 1.63% $23.1M 2026-01-06 $326.66
2025 Q3 REDUCED 11.7% +3.7% ❌ 75,689 -10,055 -11.7% 1.65% $22.8M 2025-10-01 $299.73
2025 Q2 ADDED — — — 85,744 +479 +0.6% 1.64% $22.1M 2025-07-02 $243.16
2025 Q1 ADDED — — — 85,265 +482 +0.6% 1.34% $17.1M 2025-04-01 $202.46
2024 Q4 ADDED — — — 84,783 +1,201 +1.4% 1.03% $14.1M 2025-01-06 $171.01
2024 Q3 ADDED — — — 83,582 +170 +0.2% 1.16% $15.8M 2024-10-01 $184.44
2024 Q2 ADDED — — — 83,412 +465 +0.6% 1.01% $13.3M 2024-07-01 $156.89
2024 Q1 ADDED — — — 82,947 +16,518 +24.9% 1.11% $14.6M 2024-04-09 $152.20
100 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GE

As of 2026 Q2 — sorted by position size

Andrew Hill Investment Advisors, Inc. 3Y 4.89% AM INVESTMENT STRATEGIES LLC 3Y 4.2% Intrinsic Value Partners, LLC 3Y 4.12% Next Level Private LLC 3Y 3.98% Harold Davidson & Associates Inc. 3.42% HERBST GROUP, LLC 3Y 3.21% Meadowbrook Wealth Management, LLC 2.52% V. M. MANNING & CO., INC. 2.47% Dougherty & Associates, LLC 2.34% Crown Oak Advisors, LLC 2.28%

FAQ About NEVILLE RODIE & SHAW INC and GE

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEVILLE RODIE & SHAW INC reported owning GE?

NEVILLE RODIE & SHAW INC reported GE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GE position in NEVILLE RODIE & SHAW INC's portfolio?

The largest reported portfolio weight for GE was 1.87% in 2026 Q2.

What is the latest reported GE position on this page?

The most recent filing on this page is 2026 Q2, when NEVILLE RODIE & SHAW INC reported 77,413 shares, equal to 1.87% of portfolio, with an estimated market value of $29K.

What does the chart on this GE ownership page compare?

The chart compares NEVILLE RODIE & SHAW INC's quarterly GE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NEVILLE RODIE & SHAW INC time their GE position?

Based on 13F filing dates vs. subsequent GE price moves, NEVILLE RODIE & SHAW INC correctly timed 49 out of 104 reported position changes (47%). The annualised alpha on GE relative to SPY over the holding period was -2.9%.

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