Position in GE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$14,559,954
-$6,243,467 QoQ
Shares Held
51,309
-24.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Derivatives in GE
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$30,803
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $106,168,012 across 27 Aerospace & Defense names. GE ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
91,707 | $17,690,279 | |
| 2 | GE |
General Electric Co
This page
|
51,309 | $14,559,954 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
41,079 | $14,178,416 | |
| 4 | BA |
Boeing Co
|
66,646 | $13,264,552 | |
| 5 | LMT |
Lockheed Martin Corp
|
21,007 | $12,696,419 | |
| 6 | GD |
General Dynamics Corp
|
28,694 | $9,848,354 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
17,547 | $3,588,185 | |
| 8 | RKLB |
Rocket Lab Corp
|
52,509 | $3,372,127 |
All Filings in GE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,559,954 | 51,309 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $20,803,421 | 67,537 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $30,803 | 100 | Put | Sole | 2026-01-29 | |
| 2025-09-30 | $30,082 | 100 | Put | Sole | 2025-10-27 | |
| 2025-09-30 | $11,930,220 | 39,659 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $25,739 | 100 | Put | Sole | 2025-07-25 | |
| 2025-06-30 | $10,092,261 | 39,210 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,213,955 | 41,039 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $16,679 | 100 | Put | Sole | 2025-02-03 | |
| 2024-12-31 | $5,486,390 | 32,894 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,037,686 | 21,411 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $14,931,257 | 93,925 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,351,401 | 88,169 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,903,946 | 87,414 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||