GE Aerospace (GE) is a new holding of Polen Capital Management as of June 30, 2026, according to the 13F-HR filed with the SEC on August 4, 2026: 690K shares worth about $258.1M, 2.22% of the portfolio. The position did not appear in the prior quarter. GE enters the book as the 16th largest of 219 stock positions.
What did the 2026 Q2 filing report for GE?
As of June 30, 2026, from the 13F-HR filed August 4, 2026.
| Value | |
|---|---|
| Shares | 690K |
| Reported value | $258.1M |
| Portfolio weight | 2.22% |
| Rank in portfolio | 16th of 219 |
How big is the new GE position?
Polen Capital Management opened 68 stock positions in 2026 Q2; GE is the largest of them by weight. An average stock position in the Polen Capital Management portfolio is 0% of the reported value, so the new name comes in above the fund's typical size.
Where does GE sit in the Polen Capital Management portfolio?
GE ranks 16th of 219 stock positions in the Polen Capital Management portfolio at 2.22%, above the fund's average stock position of 0%. The GE purchase was the 2nd largest of the quarter's 289 position changes by percent change to portfolio. The largest stock position is LLY at 6.89%. Next come NVDA at 6.86% and MSFT at 6.74%. The three largest stocks together are 20.49% of the book. Across the 2026 Q2 portfolio, Polen Capital Management reported 219 stock positions, with 68 opened and 70 closed. The total portfolio value is about $11.6B, down 20% from the prior quarter.
Has Polen Capital Management held GE before?
Polen Capital Management has not reported GE before in the filings we track. Our data starts with the quarter ended June 30, 2013.
Did other funds buy or sell GE in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 4, 2026, 6 hold GE. One other tracked fund sold out of it. 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
How many GE shares does Polen Capital Management hold?
Polen Capital Management holds 690K shares of GE as of June 30, 2026, worth about $258.1M.
What is GE's weight in the Polen Capital Management portfolio?
GE is 2.22% of the Polen Capital Management portfolio and ranks 16th of 219 stocks by weight.
Has Polen Capital Management owned GE before?
No. Polen Capital Management has not reported GE before in the filings we track, which start with the quarter ended June 30, 2013.
How many other tracked funds hold GE?
6 other tracked funds that had filed for 2026 Q2 hold GE.