General Electric Company
MX ˙ BMV ˙ US3696043013
SecurityMX:GE / General Electric Company
InstitutionSharp Financial Services, LLC
Latest Disclosed Ownership1,375 shares
Latest Disclosed Value $ 390,184
Sharp Financial Services, LLC reports 65.66% increase in ownership of GE / General Electric Company

On April 27, 2026 - Sharp Financial Services, LLC filed a 13F-HR form disclosing ownership of 1,375 shares of General Electric Company (MX:GE) valued at $390,184 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 830 shares of General Electric Company. This represents a change in shares of 65.66% 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)
2026-04-27 2026-03-31 13F GE AEROSPACE COM NEW 369604301 1,375 545 65.66 390 52.94 0.1927
2026-01-16 2025-12-31 13F GE AEROSPACE COM NEW 369604301 830 -75 -8.29 256 -6.25 0.1287
2025-10-28 2025-09-30 13F GE AEROSPACE COM NEW 369604301 905 -400 -30.65 272 -18.81 0.1481
2025-07-25 2025-06-30 13F GE AEROSPACE COM NEW 369604301 1,305 -108 -7.64 336 18.79 0.2166
2025-04-29 2025-03-31 13F GE AEROSPACE COM NEW 369604301 1,413 5 0.36 283 20.51 0.2165
2025-01-17 2024-12-31 13F GE AEROSPACE COM NEW 369604301 1,408 -75 -5.06 235 -16.13 0.1782
2024-11-04 2024-09-30 13F GE AEROSPACE COM NEW 369604301 1,483 0 0.00 280 18.72 0.2159
2024-07-15 2024-06-30 13F GE AEROSPACE COM NEW 369604301 1,483 -100 -6.32 236 -15.16 0.2023
2024-08-14 2024-03-31 13F GE AEROSPACE COM NEW 369604301 1,583 0 0.00 278 37.13 0.2584
2024-08-14 2023-12-31 13F GE AEROSPACE COM Stock 369604301 1,583 1,583 202 0.2191
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.