1y return−12.0%S&P 500 +20.9%
3y return−52.5%S&P 500 +68.5%
5y return−44.6%S&P 500 +74.5%
10y return−12.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $88 against $357 in the S&P 500.2
General Electric CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BETABeta Technologies Inc Com Shs Cl A | $340.2M | 92.2% | |
| HYLNHyliion Holdings Corp Common Stock | $28.7M | 7.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| HYLNHyliion Holdings Corp Common Stock | September 30, 2022 | +81.5% | $28.7M |
| BETABeta Technologies Inc Com Shs Cl A | December 31, 2025 | −40.6% | $340.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.7% | +14.8% |
| March 31, 2026 | −47.2% | −4.6% |
| December 31, 2025 | −6.6% | +2.4% |
| September 30, 2025 | +49.2% | +7.8% |
| June 30, 2025 | −5.7% | +10.5% |
| March 31, 2025 | −46.4% | −4.6% |
| December 31, 2024 | −16.5% | +2.1% |
| September 30, 2024 | +20.6% | +5.4% |
| June 30, 2024 | −14.3% | +4.0% |
| March 31, 2024 | +17.7% | +10.0% |
| December 31, 2023 | +15.2% | +11.2% |
| September 30, 2023 | −8.8% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | −3.5% | +7.0% |
| December 31, 2022 | +38.0% | +7.1% |
| September 30, 2022 | −3.3% | −5.3% |
| June 30, 2022 | −19.7% | −16.5% |
| March 31, 2022 | +2.9% | −4.9% |
| December 31, 2021 | −2.7% | +10.7% |
| September 30, 2021 | +8.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: General Electric Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=40545&type=13F-HR&dateb=&owner=include&count=40CIK 40545
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/40545/000004054526000053/Filed July 23, 2026 · accession 0000040545-26-000053