Nelson Peltz's GE Position Overview
Nelson Peltz (via Trian Fund Management, L.P.) currently holds 4.03 M shares of GE Aerospace (GE) worth $1.24 B, representing 31.16% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 18 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 1,217 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +552 | Add 0.01% | 4.03 M | $308.03 |
| Q4 2023 | +373 | Add 0.01% | 4.03 M | $127.63 |
| Q3 2023 | +842 | Add 0.02% | 4.03 M | $110.55 |
| Q1 2023 | +507 | Add 0.01% | 4.03 M | $95.60 |
| Q4 2022 | +1,217 | Add 0.03% | 4.03 M | $83.79 |
| Q3 2022 | +659 | Add 0.02% | 4.03 M | $61.91 |
| Q2 2022 | +494 | Add 0.01% | 4.03 M | $63.67 |
| Q1 2022 | +8 | Add 0.00% | 4.03 M | $91.50 |
| Q4 2021 | +485 | Add 0.01% | 4.03 M | $94.47 |
| Q3 2021 | +4.03 M | New Buy | 4.03 M | $103.03 |
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 18 quarters since Q3 2021.
Nelson Peltz's largest addition to GE Aerospace (GE) was in Q3 2021, adding 4,025,628 shares worth $414.76 M.
According to the latest 13F filing for Q4 2025, Nelson Peltz's firm, Trian Fund Management, L.P., owns 4,030,765 shares of GE Aerospace (GE), valued at approximately $1.24 B.
As of the Q4 2025 filing, GE Aerospace (GE) represents approximately 31.16% of Nelson Peltz's publicly disclosed stock portfolio, making it one of their key holdings.
Nelson Peltz's peak holding in GE Aerospace (GE) was 4,030,765 shares, as reported at the end of Q4 2025.