Nelson Peltz's GE Position Overview
Nelson Peltz (via Trian Fund Management, L.P.) currently holds 4.0M shares of GE Aerospace (GE) worth $1.21 B, representing 29.52% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Nelson Peltz has maintained a strategic position in GE, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 1.2K shares.
Analysis based on 13F filings available since 2013 Q2
Nelson Peltz's GE Aerospace (GE) Holding Value Over Time
Track share changes against reported price movement
Quarterly GE Aerospace (GE) Trades by Nelson Peltz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2021 | +4.03 M | New Buy | 4.03 M | $103.03 |
| Q4 2021 | +485 | Add 0.01% | 4.03 M | $94.47 |
| Q1 2022 | +8 | Add 0.00% | 4.03 M | $91.50 |
| Q2 2022 | +494 | Add 0.01% | 4.03 M | $63.67 |
| Q3 2022 | +659 | Add 0.02% | 4.03 M | $61.91 |
| Q4 2022 | +1,217 | Add 0.03% | 4.03 M | $83.79 |
| Q1 2023 | +507 | Add 0.01% | 4.03 M | $95.60 |
| Q3 2023 | +842 | Add 0.02% | 4.03 M | $110.55 |
| Q4 2023 | +373 | Add 0.01% | 4.03 M | $127.63 |
Nelson Peltz's GE Aerospace Investment FAQs
Nelson Peltz first purchased GE Aerospace (GE) in Q3 2021, acquiring 4,025,628 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz has held GE Aerospace (GE) for 17 quarters since Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz's largest addition to GE Aerospace (GE) was in Q3 2021, adding 4,025,628 shares worth $414.76 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Nelson Peltz's firm, Trian Fund Management, L.P., owns 4,030,213 shares of GE Aerospace (GE), valued at approximately $1.21 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, GE Aerospace (GE) represents approximately 29.52% of Nelson Peltz'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.
Nelson Peltz's peak holding in GE Aerospace (GE) was 4,030,213 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.