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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
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 		$15.3K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Asset Planning Inc's GEHC Position: Q1 2026 in Review

Asset Planning Inc held its GE HealthCare (GEHC) position steady in Q1 2026 at 207 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #224.

Asset Planning Inc first reported a position in GEHC in Q4 2024 and has held it in 6 quarters since. The position peaked at $17K in Q4 2025. 1,263 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

  • Asset Planning Inc held 207 shares of GE HealthCare worth $14.8K as of Q1 2026.
  • Asset Planning Inc left its GE HealthCare share count unchanged in Q1 2026.
  • GE HealthCare made up 0.01% of Asset Planning Inc's portfolio in Q1 2026, its #224 holding.
  • Asset Planning Inc first reported a position in GE HealthCare in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's GE HealthCare position peaked at $17K in Q4 2025.
  • 1,263 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.