Nelson Peltz - Trian Fund Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $3,859,778,188
Holdings Activity Buys Sells    History
Holding/activity history for  GE Aerospace (GE)
← All GE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,030,765 29.63 $283.77 $1,143,810,184 SEC
2025   Q4 4,030,765 31.16 Add 0.01% <0.01 $279.64–318.06 · VW $301.91i $1,241,596,543 SEC
2025   Q3 4,030,213 29.52 $300.82 $1,212,368,675 SEC
2025   Q2 4,030,213 27.50 $257.39 $1,037,336,524 SEC
2025   Q1 4,030,213 21.98 $200.15 $806,647,132 SEC
2024   Q4 4,030,213 17.59 $166.79 $672,199,226 SEC
2024   Q3 4,030,213 20.13 $188.58 $760,017,568 SEC
2024   Q2 4,030,213 16.96 Reduce 20.19% 1.87 $133.99–170.80 · VW $154.59i $640,682,961 SEC
2024   Q1 5,049,857 9.27 $140.09 $707,423,288 SEC
2023   Q4 5,049,857 7.78 Add 0.01% <0.01 $84.22–103.11 · VW $96.40i $514,376,085 SEC
2023   Q3 5,049,390 7.22 Add 0.02% <0.01 $85.28–94.14 · VW $89.22i $445,498,812 SEC
2023   Q2 5,048,334 11.40 $87.67 $442,585,430 SEC
2023   Q1 5,048,334 10.27 Reduce 21.93% 1.52 $52.05–76.35 · VW $68.23i $385,172,209 SEC
2022   Q4 6,466,103 6.93 Add 0.03% <0.01 $38.72–55.06 · VW $48.66i $337,547,261 SEC
2022   Q3 6,464,149 6.57 Add 0.02% <0.01 $37.34–50.65 · VW $42.19i $249,329,000 SEC
2022   Q2 6,463,092 5.63 Add 0.01% <0.01 $38.48–58.43 · VW $45.52i $256,375,000 SEC
2022   Q1 6,462,299 6.17 Add 0.00% $53.14–64.63 · VW $58.26i $368,390,000 SEC
2021   Q4 6,462,286 5.10 Add 0.01% <0.01 $54.93–72.38 · VW $62.05i $380,347,000 SEC
2021   Q3 6,461,507 5.87 Buy 5.87 $58.91–67.93 · VW $63.68i $414,760,000 SEC
Price snapshot:
Current price$353.42
Avg. buy price$64.22
+/- since buy450.33%
52-week low$253.37
52-week high$382.49