Current position

Joel Greenblatt’s Ge Aerospace (GE) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2021Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares168.08KHighest verified quarter-end share count
Quarters reported20Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Ge Aerospace in Q3 2021. The reported position was increased and reduced across later filings. Gotham Asset Management currently reports 46.78K shares. The latest verified filing showed: Sold 2.6% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 2.6% of the position−1.27K shares · 46.78K shares remained
Filing context

Quarter-end price $373.73 · Estimated holding basis $208.88

Q1 2026
Bought 12.2% more+5.21K shares · 48.05K shares reported after the change
Filing context

Quarter-end price $283.77 · Estimated holding basis $208.88

Q4 2025
Sold 32.9% of the position−21.05K shares · 42.84K shares remained
Filing context

Quarter-end price $308.03 · Estimated holding basis $199.78

Q3 2025
Bought 30.2% more+14.83K shares · 63.89K shares reported after the change
Filing context

Quarter-end price $300.82 · Estimated holding basis $199.78

Q2 2025
Bought 13.2% more+5.72K shares · 49.06K shares reported after the change
Filing context

Quarter-end price $257.39 · Estimated holding basis $169.24

Q1 2025
Sold 67.5% of the position−90.22K shares · 43.34K shares remained
Filing context

Quarter-end price $200.15 · Estimated holding basis $157.61

Portfolio importance

How important is Ge Aerospace in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#619of 1791 reported positions
Peak portfolio weight0.3%Q3 2024
Best historical rank#21Q3 2024
At peak importanceQ3 2024
GE
0.3%
Largest holding
11.0%
Cross-investor discovery

Who else owns Ge Aerospace?

Also reported by 5 other tracked investors in their latest verified filings.

Nelson PeltzTrian Fund Management
GE35.6% of reported portfolio
Chris HohnTCI Fund Management Ltd
GE33.6% of reported portfolio
Christopher BloomstranSemper Augustus Investments Group LLC
GE0.4% of reported portfolio
Explore Ge Aerospace across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$314.272026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$373.73Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$208.88Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.