9258 Wealth Management’s GE HealthCare GEHC Stock Holding History

9258 Wealth Management’s Portfolio GEHC Stock Details GEHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$221K	Buy	+2,356	New	+$198K	0.03%	326
2024 Q2	–	Sell	-2,546	Closed	-$231K	–	348
2024 Q1	$231K	Sell	2,546 -727	-22%	-$60.5K	0.04%	301
2023 Q4	$253K	Buy	3,273 +176	+6%	+$12.3K	0.04%	275
2023 Q3	$211K	Sell	3,097 -15	-0.5%	-$1.09K	0.04%	296
2023 Q2	$253K	Sell	3,112 -27	-0.9%	-$2.15K	0.05%	272
2023 Q1	$257K	Buy	+3,139	New	+$224K	0.05%	271

Other funds holding GEHC

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

9258 Wealth Management's GEHC Position: Q3 2024 in Review

9258 Wealth Management opened a new position in GE HealthCare (GEHC) in Q3 2024: 2,356 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #326 among its holdings. This is a return to the name: 9258 Wealth Management previously reported a position in GEHC as recently as Q1 2024.

9258 Wealth Management first reported a position in GEHC in Q1 2023 and has held it in 6 quarters since. The position peaked at $257K in Q1 2023. 1,272 funds tracked by Wall St. Rank hold GEHC as of Q3 2024.

9258 Wealth Management held 2,356 shares of GE HealthCare worth $221K as of Q3 2024.
GE HealthCare was a new 9258 Wealth Management position in Q3 2024.
GE HealthCare made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #326 holding.
9258 Wealth Management first reported a position in GE HealthCare in Q1 2023 and has held it in 6 quarters since.
9258 Wealth Management's GE HealthCare position peaked at $257K in Q1 2023.
1,272 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.