Caldwell Trust
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Caldwell Trust’s GE HealthCare GEHC Stock Holding History

Caldwell Trust’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
Q3 		$254K Sell
3,878
-213
-5% -$14.4K 0.02% 307
2026
Q2 		$262K Sell
4,091
-2,099
-34% -$138K 0.02% 302
2026
Q1 		$441K Sell
6,190
-538
-8% -$42.4K 0.04% 241
2025
Q4 		$552K Sell
6,728
-2,825
-30% -$220K 0.05% 223
2025
Q3 		$717K Sell
9,553
-11,125
-54% -$830K 0.07% 192
2025
Q2 		$1.53M Buy
20,678
+3,607
+21% +$251K 0.15% 132
2025
Q1 		$1.38M Buy
17,071
+4,617
+37% +$397K 0.15% 133
2024
Q4 		$974K Buy
12,454
+11,092
+814% +$943K 0.1% 165
2024
Q3 		$128K Sell
1,362
-84
-6% -$7.05K 0.01% 364
2024
Q2 		$113K Buy
1,446
+3
+0.2% +$245 0.01% 372
2024
Q1 		$131K Hold
1,443
– – 0.02% 357
2023
Q4 		$112K Buy
1,443
+84
+6% +$5.88K 0.01% 355
2023
Q3 		$92.5K Sell
1,359
-20
-1% -$1.46K 0.01% 364
2023
Q2 		$112K Sell
1,379
-150
-10% -$12K 0.01% 350
2023
Q1 		$125K Buy
+1,529
New +$109K 0.02% 334

Other funds holding GEHC

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Caldwell Trust's GEHC Position: Q3 2026 in Review

Caldwell Trust reduced its GE HealthCare (GEHC) stake by 5.2% in Q3 2026, selling an estimated $14.4K and leaving 3,878 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #307.

Caldwell Trust first reported a position in GEHC in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.53M in Q2 2025. 524 funds tracked by Wall St. Rank hold GEHC as of Q3 2026.

  • Caldwell Trust held 3,878 shares of GE HealthCare worth $254K as of Q3 2026.
  • Caldwell Trust sold 213 GE HealthCare shares in Q3 2026, an estimated $14.4K.
  • GE HealthCare made up 0.02% of Caldwell Trust's portfolio in Q3 2026, its #307 holding.
  • Caldwell Trust first reported a position in GE HealthCare in Q1 2023 and has held it in 15 quarters since.
  • Caldwell Trust's GE HealthCare position peaked at $1.53M in Q2 2025.
  • 524 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.