General Electric Company
MX ˙ BMV ˙ US3696043013
SecurityMX:GE / General Electric Company
InstitutionCahaba Wealth Management, Inc.
Latest Disclosed Ownership2,362 shares
Latest Disclosed Value $ 670,220
Cahaba Wealth Management, Inc. reports 39.93% increase in ownership of GE / General Electric Company

On April 29, 2026 - Cahaba Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 2,362 shares of General Electric Company (MX:GE) valued at $670,220 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 1,688 shares of General Electric Company. This represents a change in shares of 39.93% 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)
2026-04-29 2026-03-31 13F GE AEROSPACE COM NEW 369604301 2,362 674 39.93 670 29.09 0.0455
2026-01-07 2025-12-31 13F GE AEROSPACE COM NEW 369604301 1,688 1 0.06 520 2.37 0.0362
2025-10-17 2025-09-30 13F GE AEROSPACE COM NEW 369604301 1,687 0 0.00 508 16.82 0.0368
2025-07-16 2025-06-30 13F GE AEROSPACE COM NEW 369604301 1,687 10 0.60 434 29.55 0.0337
2025-05-01 2025-03-31 13F GE AEROSPACE COM NEW 369604301 1,677 0 0.00 336 20.07 0.0278
2025-02-13 2024-12-31 13F GE AEROSPACE COM NEW 369604301 1,677 -48 -2.78 280 -14.15 0.0231
2024-10-18 2024-09-30 13F GE AEROSPACE COM NEW 369604301 1,725 0 0.00 325 18.61 0.0268
2024-08-05 2024-06-30 13F GE AEROSPACE COM NEW 369604301 1,725 15 0.88 274 -8.67 0.0242
2024-04-22 2024-03-31 13F GENERAL ELECTRIC COM NEW 369604301 1,710 -25 -1.44 300 35.75 0.0273
2024-01-23 2023-12-31 13F GENERAL ELECTRIC COM NEW 369604301 1,735 -377 -17.85 221 -5.15 0.0220
2023-10-18 2023-09-30 13F GENERAL ELECTRIC COM NEW 369604301 2,112 -102 -4.61 233 -4.12 0.0257
2023-07-26 2023-06-30 13F GENERAL ELECTRIC COM NEW 369604301 2,214 2,214 243 0.0263
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.