Nelson Peltz's Trian Fund Management holds 4.03M shares of GE Aerospace (GE) worth about $1.5B as of June 30, 2026, according to the 13F-HR filed with the SEC on August 12, 2026. The position is 35.61% of the reported portfolio, the largest of 8 stock positions. Nelson Peltz left the share count unchanged from the prior quarter.
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 |
| Next largest holding | JHG at 31.53% |
| Top three holdings | 82.16% of the book |
| Change this quarter | unchanged |
How concentrated is Nelson Peltz in GE?
GE at 35.61% is 2.8 times the average stock position in the Nelson Peltz portfolio, which is 12%. The next largest holding is JHG at 31.53%. The three largest stocks together are 82.16% of the reported book. A quarter earlier GE was 29.63% of the book.
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 share of the Nelson Peltz portfolio is GE?
GE is 35.61% of the Nelson Peltz portfolio as of 2026 Q2, the largest of 8 stock positions.
What is the GE stake of Nelson Peltz worth?
Nelson Peltz holds 4.03M shares of GE, worth about $1.5B at June 30, 2026 prices, 35.61% of the reported portfolio.
What are the largest holdings of Nelson Peltz?
The largest stock positions of Nelson Peltz as of 2026 Q2 are GE (35.61%), JHG (31.53%) and SOLV (15.02%), together 82.16% of the book.
Did Nelson Peltz's Trian Fund Management change its GE position in 2026 Q2?
Nelson Peltz left the share count unchanged from the prior quarter.