OSTERWEIS CAPITAL MANAGEMENT LLC/CA GE — GENERAL ELECTRIC COMPANY COM

Ownership history in OSTERWEIS CAPITAL MANAGEMENT LLC/CA  ·  6 quarters on record

AI Ownership Summary

OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported GENERAL ELECTRIC COMPANY COM (GE) in 6 quarterly 13F filings .

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 OSTERWEIS CAPITAL MANAGEMENT LLC/CA's position in GENERAL ELECTRIC COMPANY 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
6 quarters

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 OSTERWEIS CAPITAL MANAGEMENT LLC/CA fund profile OSTERWEIS CAPITAL MANAGEMENT LLC/CA full holdings
How OSTERWEIS CAPITAL MANAGEMENT LLC/CA 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 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GE

As of 2026 Q1 — sorted by position size

GE INVESTMENT MANAGEMENT CORP. 99.66% TCI Fund Management Ltd 3Y 7Y 29.85% TRIAN FUND MANAGEMENT, L.P. 3Y 7Y 29.63% Bluegrass Capital Partners LP 3Y 16.26% Evergreen Quality Fund GP, Ltd. 13.68% Milestones Administradora de Recursos Ltda. 12.17% Pelham Capital Ltd. 3Y 7Y 8.37% Front Street Capital Management, Inc. 3Y 7Y 7.34% Obion Capital Management LP 7.32% Spectrum Financial Alliance Ltd LLC 3Y 7Y 7.22%

FAQ About OSTERWEIS CAPITAL MANAGEMENT LLC/CA and GE

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

How long has OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported owning GE?

OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported GE across 0 quarterly 13F filings.

What was the largest reported GE position in OSTERWEIS CAPITAL MANAGEMENT LLC/CA's portfolio?

This page shows the quarter-by-quarter portfolio weight history for GE in OSTERWEIS CAPITAL MANAGEMENT LLC/CA.

What is the latest reported GE position on this page?

The most recent filing on this page is 2000 Q2, when OSTERWEIS CAPITAL MANAGEMENT LLC/CA reported 43,026 shares, equal to 0.64% of portfolio, with an estimated market value of $2.3M.

What does the chart on this GE ownership page compare?

The chart compares OSTERWEIS CAPITAL MANAGEMENT LLC/CA'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 OSTERWEIS CAPITAL MANAGEMENT LLC/CA time their GE position?

Based on 13F filing dates vs. subsequent GE price moves, OSTERWEIS CAPITAL MANAGEMENT LLC/CA correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on GE relative to SPY over the holding period was +34.4%.

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