Slocum, Gordon & Co LLP GE — GENERAL ELECTRIC CO

Ownership history in Slocum, Gordon & Co LLP  ·  11 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported GENERAL ELECTRIC CO (GE) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.26% in 2025 Q3. The latest visible filing shows GE at 1.78% 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 Slocum, Gordon & Co LLP's position in GENERAL ELECTRIC CO, 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 Q1

GE was reported at 1.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.26% in 2025 Q3

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 2026 Q1

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 Slocum, Gordon & Co LLP fund profile Slocum, Gordon & Co LLP full holdings
How Slocum, Gordon & Co LLP 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 Q1 REDUCED — — — 9,209 -87 -0.9% 1.78% $2.6M 2026-04-15 $313.93
2025 Q4 REDUCED — — — 9,296 -118 -1.3% 2.07% $2.9M 2026-01-26 $294.63
2025 Q3 REDUCED — — — 9,414 -32 -0.3% 2.26% $2.8M 2025-10-17 $299.36
2025 Q2 REDUCED 17.6% +14.4% ❌ 9,446 -2,012 -17.6% 1.96% $2.4M 2025-08-19 $264.92
2025 Q1 UNCHANGED — — — 11,458 — 0% 1.71% $2.3M 2025-04-23 $192.66
2024 Q4 REDUCED — — — 11,458 -62 -0.5% 1.57% $1.9M 2025-01-28 $193.05
2024 Q3 ADDED — — — 11,520 +560 +5.1% 0.87% $2.2M 2024-11-04 $170.26
2024 Q2 REDUCED — — — 10,960 -416 -3.7% 1.30% $1.7M 2024-08-05 $156.75
2024 Q1 ADDED — — — 11,376 +750 +7.1% 1.48% $2.0M 2024-05-02 $160.71
2023 Q4 REDUCED 12.7% +37.4% ❌ 10,626 -1,548 -12.7% 1.19% $1.4M 2024-02-14 $115.33
1 older quarter 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

Kingsman Wealth Management, Inc. 6.56% Codex Capital Asset Management L.L.C. 5.96% Employees Provident Fund Board 5.72% PEREGRINE INVESTMENT MANAGEMENT INC 5.58% TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 4.66% Next Level Private LLC 3Y 3.49% Andrew Hill Investment Advisors, Inc. 3Y 3.43% Meadowbrook Wealth Management, LLC 3.34% October Effect Ltd 3.22% Gunderson Capital Management LLC 3Y 3.12%

FAQ About Slocum, Gordon & Co LLP and GE

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

How long has Slocum, Gordon & Co LLP reported owning GE?

Slocum, Gordon & Co LLP reported GE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GE position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for GE was 2.26% in 2025 Q3.

What is the latest reported GE position on this page?

The most recent filing on this page is 2026 Q1, when Slocum, Gordon & Co LLP reported 9,209 shares, equal to 1.78% of portfolio, with an estimated market value of $2.6M.

What does the chart on this GE ownership page compare?

The chart compares Slocum, Gordon & Co LLP'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 Slocum, Gordon & Co LLP time their GE position?

Based on 13F filing dates vs. subsequent GE price moves, Slocum, Gordon & Co LLP correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on GE relative to SPY over the holding period was +36.7%.

← Back to Slocum, Gordon & Co LLP Holdings