S&CO INC GE D GENERAL ELEC CO COM

Ownership history in S&CO INC  ·  103 quarters on record

AI Ownership Summary

S&CO INC reported D GENERAL ELEC CO COM (GE) in 103 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.72% in 2025 Q4. The latest visible filing shows GE at 0.72% 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 S&CO INC's position in D GENERAL ELEC 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
2025 Q4

GE was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How S&CO 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 37,485 -80 -0.2% 0.72% $11.5M 2026-02-14 (Est.) $314.95
2025 Q3 REDUCED 6.2% +3.7% 37,565 -2,474 -6.2% 0.69% $11.3M 2025-11-06 $304.48
2025 Q2 REDUCED 40,039 -169 -0.4% 0.66% $10.3M 2025-08-07 $270.98
2025 Q1 REDUCED 40,208 -495 -1.2% 0.54% $8.0M 2025-05-08 $213.36
2024 Q4 REDUCED 40,703 -1,155 -2.8% 0.46% $6.8M 2025-02-07 $203.82
2024 Q3 REDUCED 7.5% -10.7% 41,858 -3,381 -7.5% 0.52% $7.9M 2024-11-07 $177.29
2024 Q2 REDUCED 9.2% +19.0% 45,239 -4,582 -9.2% 0.50% $7.2M 2024-08-08 $163.92
2024 Q1 UNCHANGED 49,821 0% 0.62% $8.7M 2024-05-09 $165.51
2023 Q4 REDUCED 49,821 -120 -0.2% 0.49% $6.4M 2024-02-12 $110.34
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About S&CO 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 S&CO INC reported owning GE?

S&CO INC reported GE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GE position in S&CO INC's portfolio?

The largest reported portfolio weight for GE was 0.72% in 2025 Q4.

What is the latest reported GE position on this page?

The most recent filing on this page is 2025 Q4, when S&CO INC reported 37,485 shares, equal to 0.72% of portfolio, with an estimated market value of $11.5M.

What does the chart on this GE ownership page compare?

The chart compares S&CO 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 S&CO INC time their GE position?

Based on 13F filing dates vs. subsequent GE price moves, S&CO INC correctly timed 35 out of 83 reported position changes (42%). The annualised alpha on GE relative to SPY over the holding period was -5.2%.

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