CWM
GEHC icon

Congress Wealth Management’s GE HealthCare GEHC Stock Holding History

Congress 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
2025
Q2 		$763K Buy
10,297
+547
+6% +$38.1K 0.01% 782
2025
Q1 		$790K Buy
9,750
+6,158
+171% +$529K 0.01% 683
2024
Q4 		$281K Buy
3,592
+932
+35% +$79.2K ﹤0.01% 778
2024
Q3 		$250K Buy
+2,660
New +$223K ﹤0.01% 773

Other funds holding GEHC

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's GEHC Position: Q2 2025 in Review

Congress Wealth Management increased its GE HealthCare (GEHC) stake by 5.6% in Q2 2025, buying an estimated $38.1K and bringing the position to 10,297 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #782.

Congress Wealth Management first reported a position in GEHC in Q3 2024 and has held it in 4 quarters since. The position peaked at $790K in Q1 2025. 1,316 funds tracked by Wall St. Rank hold GEHC as of Q2 2025.

  • Congress Wealth Management held 10,297 shares of GE HealthCare worth $763K as of Q2 2025.
  • Congress Wealth Management bought 547 GE HealthCare shares in Q2 2025, an estimated $38.1K.
  • GE HealthCare made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #782 holding.
  • Congress Wealth Management first reported a position in GE HealthCare in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's GE HealthCare position peaked at $790K in Q1 2025.
  • 1,316 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.