Atria Wealth Solutions’s GE HealthCare GEHC Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.29M	Sell	17,407 -11,017	-39%	-$767K	0.03%	551
2025 Q1	$2.29M	Sell	28,424 -4,159	-13%	-$357K	0.03%	580
2024 Q4	$2.55M	Buy	32,583 +9,444	+41%	+$803K	0.03%	554
2024 Q3	$2.17M	Sell	23,139 -14,333	-38%	-$1.2M	0.02%	602
2024 Q2	$2.92M	Buy	37,472 +879	+2%	+$71.7K	0.03%	500
2024 Q1	$3.33M	Buy	36,593 +599	+2%	+$49.8K	0.04%	463
2023 Q4	$2.78M	Sell	35,994 -5,997	-14%	-$420K	0.03%	495
2023 Q3	$2.86M	Buy	41,991 +11,147	+36%	+$811K	0.04%	451
2023 Q2	$2.51M	Buy	30,844 +7,742	+34%	+$618K	0.03%	499
2023 Q1	$1.9M	Buy	+23,102	New	+$1.65M	0.03%	561

Other funds holding GEHC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's GEHC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its GE HealthCare (GEHC) stake by 39% in Q2 2025, selling an estimated $767K and leaving 17,407 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #551.

Atria Wealth Solutions first reported a position in GEHC in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.33M in Q1 2024. 1,314 funds tracked by Wall St. Rank hold GEHC as of Q2 2025.

Atria Wealth Solutions held 17,407 shares of GE HealthCare worth $1.29M as of Q2 2025.
Atria Wealth Solutions sold 11,017 GE HealthCare shares in Q2 2025, an estimated $767K.
GE HealthCare made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #551 holding.
Atria Wealth Solutions first reported a position in GE HealthCare in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's GE HealthCare position peaked at $3.33M in Q1 2024.
1,314 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.