Copia Wealth Management’s GE HealthCare GEHC Stock Holding History

Copia 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	–	Sell	-45	Closed	-$3.63K	–	479
2025 Q1	$3.63K	Buy	+45	New	+$3.87K	﹤0.01%	358

Other funds holding GEHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Copia Wealth Management sold out of GE HealthCare (GEHC) in Q2 2025, closing a stake of 45 shares — an estimated $3.63K sold.

Copia Wealth Management first reported a position in GEHC in Q1 2025 and held it in 1 quarter. The position peaked at $3.63K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold GEHC as of Q2 2025.

Copia Wealth Management reported no remaining GE HealthCare position as of Q2 2025 after selling out during the quarter.
Copia Wealth Management sold 45 GE HealthCare shares in Q2 2025, an estimated $3.63K.
Copia Wealth Management first reported a position in GE HealthCare in Q1 2025 and held it in 1 quarter.
Copia Wealth Management's GE HealthCare position peaked at $3.63K in Q1 2025.
1,311 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.