Essential Planning’s GE HealthCare GEHC Stock Holding History

Essential Planning’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	-9,306	Closed	-$793K	–	156
2024 Q4	$793K	Buy	+9,306	New	+$791K	0.01%	240

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

Essential Planning's GEHC Position: Q1 2025 in Review

Essential Planning sold out of GE HealthCare (GEHC) in Q1 2025, closing a stake of 9,306 shares — an estimated $793K sold.

Essential Planning first reported a position in GEHC in Q4 2024 and held it in 1 quarter. The position peaked at $793K in Q4 2024. 1,371 funds tracked by Wall St. Rank hold GEHC as of Q1 2025.

Essential Planning reported no remaining GE HealthCare position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 9,306 GE HealthCare shares in Q1 2025, an estimated $793K.
Essential Planning first reported a position in GE HealthCare in Q4 2024 and held it in 1 quarter.
Essential Planning's GE HealthCare position peaked at $793K in Q4 2024.
1,371 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.