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Beacon Financial Advisory’s GE HealthCare GEHC Stock Holding History

Beacon Financial Advisory’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 		$211K Buy
2,965
+162
+6% +$12.8K 0.05% 383
2025
Q4 		$230K Sell
2,803
-433
-13% -$33.7K 0.05% 346
2025
Q3 		$243K Buy
3,236
+10
+0.3% +$746 0.06% 330
2025
Q2 		$239K Buy
+3,226
New +$225K 0.06% 307
2024
Q4 		– Sell
-2,139
Closed -$201K – 304
2024
Q3 		$201K Buy
+2,139
New +$180K 0.07% 285

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

Beacon Financial Advisory's GEHC Position: Q1 2026 in Review

Beacon Financial Advisory increased its GE HealthCare (GEHC) stake by 5.8% in Q1 2026, buying an estimated $12.8K and bringing the position to 2,965 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #383.

Beacon Financial Advisory first reported a position in GEHC in Q3 2024 and has held it in 5 quarters since. The position peaked at $243K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

  • Beacon Financial Advisory held 2,965 shares of GE HealthCare worth $211K as of Q1 2026.
  • Beacon Financial Advisory bought 162 GE HealthCare shares in Q1 2026, an estimated $12.8K.
  • GE HealthCare made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #383 holding.
  • Beacon Financial Advisory first reported a position in GE HealthCare in Q3 2024 and has held it in 5 quarters since.
  • Beacon Financial Advisory's GE HealthCare position peaked at $243K in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.