Ge Weidong Increases Stake in GigaDevice to 16.44 Million Shares, Holding for Over 8 Years
Claire Weston
Star investor Ge Weidong lifted his GigaDevice (603986.SH) stake to 16.4467 million shares in Q2, and together with associate Wang Ping now holds nearly RMB 10 billion in the stock — all while the share price was halving from its June peak.
How much did he actually buy?
As of July 31, 2026, Ge Weidong held 16.4467 million shares of GigaDevice, or 2.34% of total equity — the fourth-largest shareholder.
That is up 185,100 shares from the end of Q1, a modest but directionally clear addition.
His associate Wang Ping added 1.0267 million shares over the same period, bringing her total to 8.5999 million shares. This means → if you treat the two as acting in concert, the real buying was significantly larger than Ge's personal account alone suggests.
What is the combined position worth?
At the August 6 closing price of RMB 385/share, Ge's stake is worth roughly RMB 6.332 billion.
Wang Ping's stake adds another RMB 3.311 billion, for a combined total approaching RMB 10 billion.
In plain terms = one investor and his associate have nearly RMB 10 billion riding on a single A-share name — the size itself is a statement.
Why buy into a stock that just halved?
GigaDevice saw extreme volatility in Q2 and July: the stock surged over 200% at its peak, hit an all-time high of RMB 846.66/share in late June, then sold off sharply.
At RMB 385/share, it now sits more than 50% below that high — a textbook halving.
This means → Ge chose to add during the deep pullback, not during the run-up. This reflects an unchanged long-term conviction despite the short-term crash.
What does an 8-year hold tell us?
According to Wind data, Ge first appeared among GigaDevice's top-ten tradable shareholders in the 2018 interim report and has remained on the list almost continuously since.
That is over 8 years of holding — through multiple semiconductor up-and-down cycles.
In plain terms = this is not a swing trade. It is a high-profile investor reaffirming a long-term thesis for the better part of a decade. Whether the stock can stabilize and recover from its halving will be the key test of that thesis.
Content is for reference only, not financial advice.