Current position

Nelson Peltz’s Ge Aerospace (GE) position

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

Trian Fund 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 shares4.03MHighest verified quarter-end share count
Quarters reported18Verified quarters with shares above zero
What happened?

Trian Fund Management first reported Ge Aerospace in Q3 2021. The reported position was increased and reduced across later filings. Trian Fund Management currently reports 4.03M shares. The latest verified filing showed: No change.

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
No change4.03M shares reported
Filing context

Quarter-end price $373.73 · Estimated holding basis $88.26

Q4 2025
Bought 0.01% more+552 shares · 4.03M shares reported after the change
Filing context

Quarter-end price $308.03 · Estimated holding basis $88.26

Q2 2024
Sold 20.2% of the position−1.02M shares · 4.03M shares remained · 1.25-for-1 stock split adjusted comparison
Filing context

Quarter-end price $158.97 · Estimated holding basis $88.23

Q4 2023
Bought 0.01% more+373 shares · 4.03M shares reported after the change
Filing context

Quarter-end price $127.63 · Estimated holding basis $110.55

Q3 2022
Bought 0.02% more+659 shares · 4.03M shares reported after the change
Filing context

Quarter-end price $61.91 · Estimated holding basis $103.02

Q2 2022
Bought 0.01% more+494 shares · 4.03M shares reported after the change
Filing context

Quarter-end price $63.67 · Estimated holding basis $103.02

7 unchanged quarters are collapsed by default.

Portfolio importance

How important is Ge Aerospace in Trian Fund Management’s reported portfolio?

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

Current portfolio weight35.6%Q2 2026
Current rank#1of 8 reported positions
Peak portfolio weight35.6%Q2 2026
Best historical rank#1Q2 2026
At peak importanceQ2 2026
GE
35.6%
Largest holding
35.6%
Cross-investor discovery

Who else owns Ge Aerospace?

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

Chris HohnTCI Fund Management Ltd
GE33.6% of reported portfolio
Christopher BloomstranSemper Augustus Investments Group LLC
GE0.4% of reported portfolio
Ray DalioBridgewater Associates, LP
GE0.2% 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$88.26Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

This tracker follows Trian Fund Management, L.P.’s Form 13F disclosures—not Nelson Peltz’s personal brokerage account. 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.