General Electric Company
MX ˙ BMV ˙ US3696043013
SecurityMX:GE / General Electric Company
InstitutionBigSur Wealth Management LLC
Latest Disclosed Ownership15,250 shares
Latest Disclosed Value $ 4,334,660
BigSur Wealth Management LLC reports 1.21% decrease in ownership of GE / General Electric Company

On April 22, 2026 - BigSur Wealth Management LLC filed a 13F-HR form disclosing ownership of 15,250 shares of General Electric Company (MX:GE) valued at $4,334,660 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 15,437 shares of General Electric Company. This represents a change in shares of -1.21% 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.

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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)
2026-04-22 2026-03-31 13F GE AEROSPACE COM NEW 369604301 15,250 -187 -1.21 4,335 -8.95 1.2160
2026-01-27 2025-12-31 13F GE AEROSPACE COM NEW 369604301 15,437 0 0.00 4,761 2.39 1.1548
2025-10-14 2025-09-30 13F GE AEROSPACE COM NEW 369604301 15,437 0 0.00 4,649 17.01 1.1388
2025-07-15 2025-06-30 13F GE AEROSPACE COM NEW 369604301 15,437 50 0.32 3,973 28.78 1.0030
2025-04-16 2025-03-31 13F GE AEROSPACE COM NEW 369604301 15,387 0 0.00 3,085 20.04 0.8357
2025-01-16 2024-12-31 13F GE AEROSPACE COM NEW 369604301 15,387 2,000 14.94 2,571 1.66 0.7346
2024-10-16 2024-09-30 13F GE AEROSPACE COM NEW 369604301 13,387 -25 -0.19 2,528 18.57 0.6965
2024-07-22 2024-06-30 13F GE AEROSPACE COM NEW 369604301 13,412 0 0.00 2,132 -9.43 0.6528
2024-05-22 2024-03-31 13F GENERAL ELECTRIC COM NEW 369604301 13,412 13,412 2,354 0.7377
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.