Ellevest Inc’s GE HealthCare GEHC Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-3,515	Closed	-$275K	–	420
2024 Q4	$275K	Buy	3,515 +270	+8%	+$22.9K	0.02%	327
2024 Q3	$305K	Buy	+3,245	New	+$272K	0.02%	322
2023 Q2	–	Sell	-6	Closed	-$492	–	849
2023 Q1	$492	Buy	+6	New	+$428	﹤0.01%	1677

Other funds holding GEHC

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ellevest Inc's GEHC Position: Q1 2025 in Review

Ellevest Inc sold out of GE HealthCare (GEHC) in Q1 2025, closing a stake of 3,515 shares — an estimated $275K sold.

Ellevest Inc first reported a position in GEHC in Q1 2023 and held it in 3 quarters. The position peaked at $305K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold GEHC as of Q1 2025.

Ellevest Inc reported no remaining GE HealthCare position as of Q1 2025 after selling out during the quarter.
Ellevest Inc sold 3,515 GE HealthCare shares in Q1 2025, an estimated $275K.
Ellevest Inc first reported a position in GE HealthCare in Q1 2023 and held it in 3 quarters.
Ellevest Inc's GE HealthCare position peaked at $305K in Q3 2024.
1,371 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2025.

Based on Ellevest Inc's 13F filing for Q1 2025, filed 14 May 2025.