TradeWell Securities, LLC. GE — GE AEROSPACE

Ownership history in TradeWell Securities, LLC.  ·  4 quarters on record

AI Ownership Summary

TradeWell Securities, LLC. reported GE AEROSPACE (GE) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.12% in 2025 Q3. The latest visible filing shows GE at 0.11% 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.

What this GE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TradeWell Securities, LLC.'s position in GE AEROSPACE, 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 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% 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
2025 Q2 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 TradeWell Securities, LLC. fund profile TradeWell Securities, LLC. full holdings
How TradeWell Securities, LLC. 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 937 — 0% 0.11% $266K 2026-04-13 $311.90
2025 Q4 ADDED — — — 937 +1 +0.1% 0.11% $289K 2026-02-09 $316.28
2025 Q3 ADDED — — — 936 +1 +0.1% 0.12% $282K 2025-10-09 $298.57
2025 Q2 INITIATED — — — 935 — — 0.12% $241K 2025-09-25 $296.05

🏢 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% Obion Capital Management LP 7.32% Spectrum Financial Alliance Ltd LLC 3Y 7Y 7.22% Tenere Capital LLC 3Y 6.96%

FAQ About TradeWell Securities, LLC. and GE

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

How long has TradeWell Securities, LLC. reported owning GE?

TradeWell Securities, LLC. reported GE across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported GE position in TradeWell Securities, LLC.'s portfolio?

The largest reported portfolio weight for GE was 0.12% in 2025 Q3.

What is the latest reported GE position on this page?

The most recent filing on this page is 2026 Q1, when TradeWell Securities, LLC. reported 937 shares, equal to 0.11% of portfolio, with an estimated market value of $266K.

What does the chart on this GE ownership page compare?

The chart compares TradeWell Securities, LLC.'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 TradeWell Securities, LLC. time their GE position?

Based on 13F filing dates vs. subsequent GE price moves, TradeWell Securities, LLC. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on GE relative to SPY over the holding period was +0.9%.

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