Avantax Advisory Services’s GE HealthCare GEHC Stock Holding History

Avantax Advisory Services’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	$940K	Sell	12,692 -789	-6%	-$54.9K	0.01%	1209
2025 Q1	$1.09M	Buy	13,481 +1,860	+16%	+$160K	0.01%	1040
2024 Q4	$909K	Buy	11,621 +1,871	+19%	+$159K	0.01%	1084
2024 Q3	$915K	Buy	9,750 +922	+10%	+$77.4K	0.01%	1078
2024 Q2	$688K	Buy	8,828 +1,626	+23%	+$133K	﹤0.01%	1179
2024 Q1	$655K	Sell	7,202 -443	-6%	-$36.9K	0.01%	924
2023 Q4	$591K	Sell	7,645 -11	-0.1%	-$770	0.01%	917
2023 Q3	$521K	Buy	7,656 +263	+4%	+$19.1K	0.01%	929
2023 Q2	$601K	Buy	7,393 +1,489	+25%	+$119K	0.01%	877
2023 Q1	$484K	Buy	+5,904	New	+$422K	0.01%	929

Other funds holding GEHC

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

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's GEHC Position: Q2 2025 in Review

Avantax Advisory Services reduced its GE HealthCare (GEHC) stake by 5.9% in Q2 2025, selling an estimated $54.9K and leaving 12,692 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #1209.

Avantax Advisory Services first reported a position in GEHC in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q1 2025. 1,312 funds tracked by Wall St. Rank hold GEHC as of Q2 2025.

Avantax Advisory Services held 12,692 shares of GE HealthCare worth $940K as of Q2 2025.
Avantax Advisory Services sold 789 GE HealthCare shares in Q2 2025, an estimated $54.9K.
GE HealthCare made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1209 holding.
Avantax Advisory Services first reported a position in GE HealthCare in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's GE HealthCare position peaked at $1.09M in Q1 2025.
1,312 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.