BFG
GEHC icon

Beacon Financial Group’s GE HealthCare GEHC Stock Holding History

Beacon Financial Group’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 		– Sell
-4,689
Closed -$385K – 357
2025
Q4 		$385K Sell
4,689
-1,841
-28% -$143K 0.04% 258
2025
Q3 		$490K Sell
6,530
-62
-0.9% -$4.62K 0.05% 233
2025
Q2 		$488K Sell
6,592
-22
-0.3% -$1.53K 0.05% 229
2025
Q1 		$534K Buy
6,614
+735
+13% +$63.2K 0.06% 213
2024
Q4 		$460K Buy
+5,879
New +$500K 0.05% 231

Other funds holding GEHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Beacon Financial Group sold out of GE HealthCare (GEHC) in Q1 2026, closing a stake of 4,689 shares — an estimated $385K sold.

Beacon Financial Group first reported a position in GEHC in Q4 2024 and held it in 5 quarters. The position peaked at $534K in Q1 2025. 1,272 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

  • Beacon Financial Group reported no remaining GE HealthCare position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Group sold 4,689 GE HealthCare shares in Q1 2026, an estimated $385K.
  • Beacon Financial Group first reported a position in GE HealthCare in Q4 2024 and held it in 5 quarters.
  • Beacon Financial Group's GE HealthCare position peaked at $534K in Q1 2025.
  • 1,272 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Beacon Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.