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 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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Caldwell Trust's GEHC Position: Q1 2026 in Review

Caldwell Trust reduced its GE HealthCare (GEHC) stake by 8% in Q1 2026, selling an estimated $42.4K and leaving 6,190 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #241.

Caldwell Trust first reported a position in GEHC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.53M in Q2 2025. 1,263 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

Caldwell Trust held 6,190 shares of GE HealthCare worth $441K as of Q1 2026.
Caldwell Trust sold 538 GE HealthCare shares in Q1 2026, an estimated $42.4K.
GE HealthCare made up 0.04% of Caldwell Trust's portfolio in Q1 2026, its #241 holding.
Caldwell Trust first reported a position in GE HealthCare in Q1 2023 and has held it in 13 quarters since.
Caldwell Trust's GE HealthCare position peaked at $1.53M in Q2 2025.
1,263 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.