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Cassady Schiller Wealth Management’s GE HealthCare GEHC Stock Holding History

Cassady Schiller 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
2024
Q4 		$8.52K Buy
109
+19
+21% +$1.61K ﹤0.01% 355
2024
Q3 		$8.45K Sell
90
-28
-24% -$2.35K ﹤0.01% 326
2024
Q2 		$9.2K Sell
118
-182
-61% -$14.8K ﹤0.01% 321
2024
Q1 		$27.3K Buy
300
+7
+2% +$582 0.01% 260
2023
Q4 		$22.7K Hold
293
– – 0.01% 266
2023
Q3 		$19.9K Hold
293
– – 0.01% 274
2023
Q2 		$23.8K Sell
293
-186
-39% -$14.8K 0.01% 270
2023
Q1 		$39.3K Buy
+479
New +$34.2K 0.02% 219

Other funds holding GEHC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cassady Schiller Wealth Management's GEHC Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its GE HealthCare (GEHC) stake by 21% in Q4 2024, buying an estimated $1.61K and bringing the position to 109 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Cassady Schiller Wealth Management first reported a position in GEHC in Q1 2023 and has held it in 8 quarters since. The position peaked at $39.3K in Q1 2023. 1,329 funds tracked by Wall St. Rank hold GEHC as of Q4 2024.

  • Cassady Schiller Wealth Management held 109 shares of GE HealthCare worth $8.52K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 19 GE HealthCare shares in Q4 2024, an estimated $1.61K.
  • GE HealthCare made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #355 holding.
  • Cassady Schiller Wealth Management first reported a position in GE HealthCare in Q1 2023 and has held it in 8 quarters since.
  • Cassady Schiller Wealth Management's GE HealthCare position peaked at $39.3K in Q1 2023.
  • 1,329 funds tracked by Wall St. Rank held GE HealthCare as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.