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Cornerstone Wealth Management’s GE HealthCare GEHC Stock Holding History

Cornerstone 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
2023
Q2 		– Sell
-2,557
Closed -$210K – 513
2023
Q1 		$210K Buy
+2,557
New +$183K 0.02% 443

Other funds holding GEHC

GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Cornerstone Wealth Management's GEHC Position: Q2 2023 in Review

Cornerstone Wealth Management sold out of GE HealthCare (GEHC) in Q2 2023, closing a stake of 2,557 shares — an estimated $210K sold.

Cornerstone Wealth Management first reported a position in GEHC in Q1 2023 and held it in 1 quarter. The position peaked at $210K in Q1 2023. 1,133 funds tracked by Wall St. Rank hold GEHC as of Q2 2023.

  • Cornerstone Wealth Management reported no remaining GE HealthCare position as of Q2 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,557 GE HealthCare shares in Q2 2023, an estimated $210K.
  • Cornerstone Wealth Management first reported a position in GE HealthCare in Q1 2023 and held it in 1 quarter.
  • Cornerstone Wealth Management's GE HealthCare position peaked at $210K in Q1 2023.
  • 1,133 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2023.

Based on Cornerstone Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.