GE Aerospace (GE) took the top spot in Nelson Peltz's Trian Fund Management portfolio in 2026 Q2, according to the 13F-HR filed with the SEC on August 12, 2026. The stake is 4.03M shares worth about $1.5B at June 30, 2026, 35.61% of the reported portfolio. GE ranked 2nd a quarter earlier, at 29.63% of the book.
What did the 2026 Q2 filing report for GE?
As of June 30, 2026, from the 13F-HR filed August 12, 2026.
| Value | |
|---|---|
| Portfolio weight | 35.61% |
| Shares | 4.03M |
| Reported value | $1.5B |
| Rank in portfolio | 1st of 8 |
| Rank a quarter earlier | 2nd |
| Largest holding a quarter earlier | JHG at 42.41% |
| Next largest holding now | JHG at 31.53% |
How did GE become the largest holding?
Nelson Peltz left the GE share count unchanged in 2026 Q2; the move up came from prices and the rest of the book. JHG, the largest holding a quarter earlier at 42.41%, was trimmed to 31.53%, now 2nd. The next largest holding now is JHG at 31.53%.
Where does GE sit in the Nelson Peltz portfolio?
GE is the largest of 8 stock positions in the Nelson Peltz portfolio at 35.61%, above the fund's average stock position of 12%. Across the 2026 Q2 portfolio, Nelson Peltz reported 8 stock positions, with no position opened or closed. The total portfolio value is about $4.2B, up 10% from the prior quarter.
How long has Nelson Peltz held GE?
Nelson Peltz first reported GE in the quarter ended June 30, 2015. The current weight is the highest the fund has reported for the name. The share count was unchanged the quarter before. Every reported trade is on the Nelson Peltz GE trade history page.
Did other funds buy or sell GE in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 12, 2026, 6 hold GE. Of those, one opened it this quarter. One other tracked fund sold out of it. The largest buyer of GE this quarter was Polen Capital Management. The largest sellers were Chris Hohn, Nicolai Tangen and Dodge & Cox Stock Fund. Every tracked holder of GE is on the GE ownership page.
FAQ
What is the largest holding in the Nelson Peltz portfolio?
GE is the largest holding in the Nelson Peltz portfolio as of 2026 Q2, at 35.61% of the reported value.
What was the largest holding of Nelson Peltz a quarter earlier?
JHG, at 42.41% of the book. JHG, the largest holding a quarter earlier at 42.41%, was trimmed to 31.53%, now 2nd.
How did GE become the largest holding of Nelson Peltz?
GE ranked 2nd a quarter earlier, at 29.63% of the book. Nelson Peltz left the GE share count unchanged in 2026 Q2; the move up came from prices and the rest of the book. JHG, the largest holding a quarter earlier at 42.41%, was trimmed to 31.53%, now 2nd.
How many GE shares does Nelson Peltz hold?
Nelson Peltz holds 4.03M shares of GE, worth about $1.5B at June 30, 2026 prices.