Joel Greenblatt’s GE Holdings & Trades

First Buy
Q3 2021
Duration Held
17 Quarters
Largest Add
Q3 2024
+113,270 shares
Current Position
63,887 shares
$19.22 M value

Joel Greenblatt's GE Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 63.9K shares of GE Aerospace (GE) worth $19.22 M, representing 0.08% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 17 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in GE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 113.3K shares. Largest reduction occurred in Q1 2025, reducing 90.2K shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's GE Aerospace (GE) Holding Value Over Time

Track share changes against reported price movement

Quarterly GE Aerospace (GE) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2021 +71,838 New Buy 71,838 $103.02
Q4 2021 -65,931 Reduce 91.78% 5,907 $94.46
Q1 2022 +82,413 Add 1395.18% 88,320 $91.50
Q2 2022 +47,961 Add 54.30% 136,281 $63.67
Q3 2022 +531 Add 0.39% 136,812 $61.91
Q4 2022 -80,688 Reduce 58.98% 56,124 $83.79
Q1 2023 +33,576 Add 59.82% 89,700 $95.60
Q2 2023 +35,502 Add 39.58% 125,202 $109.85
Q3 2023 -7,366 Reduce 5.88% 117,836 $110.55
Q4 2023 -18,791 Reduce 15.95% 99,045 $127.63
Q1 2024 -27,469 Reduce 27.73% 71,576 $175.53
Q2 2024 -16,766 Reduce 23.42% 54,810 $158.97
Q3 2024 +113,270 Add 206.66% 168,080 $188.58
Q4 2024 -34,525 Reduce 20.54% 133,555 $166.79
Q1 2025 -90,215 Reduce 67.55% 43,340 $200.15
Q2 2025 +5,717 Add 13.19% 49,057 $257.39
Q3 2025 +14,830 Add 30.23% 63,887 $300.82

Joel Greenblatt's GE Aerospace Investment FAQs

Joel Greenblatt first purchased GE Aerospace (GE) in Q3 2021, acquiring 71,838 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held GE Aerospace (GE) for 17 quarters since Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to GE Aerospace (GE) was in Q3 2024, adding 168,080 shares worth $31.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 63,887 shares of GE Aerospace (GE), valued at approximately $19.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, GE Aerospace (GE) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in GE Aerospace (GE) was 168,080 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.