Trustees Of General Electric Pension Trust 13F annual report

Trustees Of General Electric Pension Trust is an investment fund managing more than $245 billion ran by Michael Vitanza. There are currently 2 companies in Mr. Vitanza’s portfolio. The largest investments include General Electric Co and Simplify Exchange Traded Fun, together worth $245 billion.

$245 billion Assets Under Management (AUM)

As of 20th October 2023, Trustees Of General Electric Pension Trust’s top holding is 1,281,377 shares of General Electric Co currently worth over $142 billion and making up 57.8% of the portfolio value. Relative to the number of outstanding shares of General Electric Co, Trustees Of General Electric Pension Trust owns more than approximately 0.1% of the company. In addition, the fund holds 4,171,885 shares of Simplify Exchange Traded Fun worth $104 billion.

Currently, Trustees Of General Electric Pension Trust's portfolio is worth at least $245 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Trustees Of General Electric Pension Trust

The Trustees Of General Electric Pension Trust office and employees reside in Stamford, Connecticut. According to the last 13-F report filed with the SEC, Michael Vitanza serves as the Global Controller, Financial Reporting at Trustees Of General Electric Pension Trust.

Recent trades

In the most recent 13F filing, Trustees Of General Electric Pension Trust revealed that it had opened a new position in Simplify Exchange Traded Fun and bought 4,171,885 shares worth $104 billion.

On the other hand, Michael Vitanza disclosed a decreased stake in General Electric Co by 0.7%. This leaves the value of the investment at $142 billion and 1,281,377 shares.

One of the smaller hedge funds

The two most similar investment funds to Trustees Of General Electric Pension Trust are Morganrosel Wealth Management and Ironwood Wealth Management,. They manage $245 billion and $245 billion respectively.

Michael Vitanza investment strategy

Trustees Of General Electric Pension Trust’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Industrials — making up 57.8% of the total portfolio value. The fund focuses on investments in the United States as 50.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 50% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $86.5 billion.

The complete list of Trustees Of General Electric Pension Trust trades based on 13F SEC filings

These positions were updated on October 27th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
General Electric Co.	66.92% 1,281,377	$141,656,227,000	57.78%
Simplify Exchange Traded Fun	Opened 4,171,885	$103,504,466,000	42.22%
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