General Electric Company
MX ˙ BMV ˙ US3696043013
SecurityMX:GE / General Electric Company
InstitutionAviso Wealth Management
Latest Disclosed Ownership14,312 shares
Latest Disclosed Value $ 4,061,584
Aviso Wealth Management reports 2.94% increase in ownership of GE / General Electric Company

On May 8, 2026 - Aviso Wealth Management filed a 13F-HR form disclosing ownership of 14,312 shares of General Electric Company (MX:GE) valued at $4,061,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,903 shares of General Electric Company. This represents a change in shares of 2.94% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F GE AEROSPACE COM NEW 369604301 14,312 409 2.94 4,062 -5.16 1.8307
2026-02-13 2025-12-31 13F GE AEROSPACE COM NEW 369604301 13,903 -1,730 -11.07 4,283 -8.93 1.8004
2025-11-14 2025-09-30 13F GE AEROSPACE OM NEW 369604301 15,633 33 0.21 4,703 17.11 2.0499
2025-08-11 2025-06-30 13F GE AEROSPACE COM NEW 369604301 15,600 533 3.54 4,015 33.17 1.8750
2025-05-09 2025-03-31 13F GE AEROSPACE COM NEW 369604301 15,067 3,894 34.85 3,016 61.84 1.6028
2025-02-12 2024-12-31 13F GE AEROSPACE COM NEW 369604301 11,173 8,348 295.50 1,864 250.19 0.9507
2024-11-07 2024-09-30 13F GE AEROSPACE COM NEW 369604301 2,825 1,390 96.86 533 133.33 0.2890
2024-08-15 2024-06-30 13F GE AEROSPACE COM NEW 369604301 1,435 138 10.64 228 0.44 0.1354
2024-05-14 2024-03-31 13F GENERAL ELECTRIC COM NEW 369604301 1,297 1,297 228 0.1436
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.