Asset Planning Inc
GEHC icon

Asset Planning Inc’s GE HealthCare GEHC Stock Holding History

Asset Planning Inc’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
2026
Q3 		$14.3K Hold
219
– – 0.01% 230
2026
Q2 		$14K Buy
219
+12
+6% +$789 0.01% 238
2026
Q1 		$14.8K Hold
207
– – 0.01% 224
2025
Q4 		$17K Hold
207
– – 0.01% 211
2025
Q3 		$15.6K Hold
207
– – 0.01% 218
2025
Q2 		$15.4K Hold
207
– – 0.01% 216
2025
Q1 		$16.7K Hold
207
– – 0.01% 216
2024
Q4 		$16.2K Buy
+207
New +$17.6K 0.01% 218

Other funds holding GEHC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Asset Planning Inc's GEHC Position: Q3 2026 in Review

Asset Planning Inc held its GE HealthCare (GEHC) position steady in Q3 2026 at 219 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #230.

Asset Planning Inc first reported a position in GEHC in Q4 2024 and has held it in 8 quarters since. The position peaked at $17K in Q4 2025. 657 funds tracked by Wall St. Rank hold GEHC as of Q3 2026.

  • Asset Planning Inc held 219 shares of GE HealthCare worth $14.3K as of Q3 2026.
  • Asset Planning Inc left its GE HealthCare share count unchanged in Q3 2026.
  • GE HealthCare made up 0.01% of Asset Planning Inc's portfolio in Q3 2026, its #230 holding.
  • Asset Planning Inc first reported a position in GE HealthCare in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's GE HealthCare position peaked at $17K in Q4 2025.
  • 657 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.