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Bernard Wealth Management’s GE HealthCare GEHC Stock Holding History

Bernard Wealth Management’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
Q2 		– Sell
-50
Closed -$3.56K – 340
2026
Q1 		$3.56K Hold
50
– – ﹤0.01% 266
2025
Q4 		$4.1K Hold
50
– – ﹤0.01% 253
2025
Q3 		$3.75K Hold
50
– – ﹤0.01% 248
2025
Q2 		$3.7K Hold
50
– – ﹤0.01% 242
2025
Q1 		$4.04K Hold
50
– – ﹤0.01% 269
2024
Q4 		$3.91K Buy
+50
New +$4.25K ﹤0.01% 247

Other funds holding GEHC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bernard Wealth Management's GEHC Position: Q2 2026 in Review

Bernard Wealth Management sold out of GE HealthCare (GEHC) in Q2 2026, closing a stake of 50 shares — an estimated $3.56K sold.

Bernard Wealth Management first reported a position in GEHC in Q4 2024 and held it in 6 quarters. The position peaked at $4.1K in Q4 2025. 1,226 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • Bernard Wealth Management reported no remaining GE HealthCare position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 50 GE HealthCare shares in Q2 2026, an estimated $3.56K.
  • Bernard Wealth Management first reported a position in GE HealthCare in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's GE HealthCare position peaked at $4.1K in Q4 2025.
  • 1,226 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.