Carson Wealth (CWM LLC)’s GE HealthCare GEHC Stock Holding History

Carson Wealth (CWM LLC)’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	$1.39M	Sell	19,472 -12,180	-38%	-$960K	﹤0.01%	1370
2025 Q4	$2.6M	Sell	31,652 -2,741	-8%	-$214K	0.01%	1044
2025 Q3	$2.58M	Buy	34,393 +22,187	+182%	+$1.65M	0.01%	988
2025 Q2	$904K	Buy	12,206 +66	+0.5%	+$4.59K	﹤0.01%	1293
2025 Q1	$980K	Buy	12,140 +100	+0.8%	+$8.59K	﹤0.01%	1136
2024 Q4	$941K	Buy	12,040 +854	+8%	+$72.6K	﹤0.01%	1117
2024 Q3	$1.05M	Buy	11,186 +531	+5%	+$44.6K	﹤0.01%	1001
2024 Q2	$830K	Buy	10,655 +239	+2%	+$19.5K	﹤0.01%	997
2024 Q1	$947K	Buy	10,416 +457	+5%	+$38K	﹤0.01%	881
2023 Q4	$770K	Buy	9,959 +1,809	+22%	+$127K	﹤0.01%	911
2023 Q3	$555K	Sell	8,150 -743	-8%	-$54.1K	﹤0.01%	947
2023 Q2	$722K	Buy	8,893 +876	+11%	+$69.9K	﹤0.01%	823
2023 Q1	$658K	Buy	+8,017	New	+$572K	﹤0.01%	801

Other funds holding GEHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GEHC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its GE HealthCare (GEHC) stake by 38% in Q1 2026, selling an estimated $960K and leaving 19,472 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Carson Wealth (CWM LLC) first reported a position in GEHC in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.6M in Q4 2025. 1,271 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

Carson Wealth (CWM LLC) held 19,472 shares of GE HealthCare worth $1.39M as of Q1 2026.
Carson Wealth (CWM LLC) sold 12,180 GE HealthCare shares in Q1 2026, an estimated $960K.
GE HealthCare made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1370 holding.
Carson Wealth (CWM LLC) first reported a position in GE HealthCare in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s GE HealthCare position peaked at $2.6M in Q4 2025.
1,271 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.