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Evermay Wealth Management’s GE HealthCare GEHC Stock Holding History

Evermay 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
2026
Q2 		$49.7K Sell
776
-113
-13% -$7.43K 0.01% 358
2026
Q1 		$63.3K Sell
889
-458
-34% -$36.1K 0.01% 299
2025
Q4 		$110K Buy
1,347
+283
+27% +$22.1K 0.01% 250
2025
Q3 		$79.9K Sell
1,064
-33
-3% -$2.46K 0.01% 289
2025
Q2 		$81.3K Buy
1,097
+66
+6% +$4.59K 0.01% 286
2025
Q1 		$83.2K Buy
1,031
+133
+15% +$11.4K 0.01% 280
2024
Q4 		$70.2K Sell
898
-105
-10% -$8.93K 0.01% 290
2024
Q3 		$94.2K Sell
1,003
-18
-2% -$1.51K 0.02% 272
2024
Q2 		$79.6K Hold
1,021
– – 0.01% 291
2024
Q1 		$92.8K Buy
1,021
+211
+26% +$17.6K 0.01% 285
2023
Q4 		$62.6K Sell
810
-89
-10% -$6.23K 0.01% 305
2023
Q3 		$61.2K Hold
899
– – 0.01% 286
2023
Q2 		$73K Buy
899
+200
+29% +$16K 0.01% 275
2023
Q1 		$57.3K Buy
+699
New +$49.9K 0.01% 289

Other funds holding GEHC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Evermay Wealth Management's GEHC Position: Q2 2026 in Review

Evermay Wealth Management reduced its GE HealthCare (GEHC) stake by 13% in Q2 2026, selling an estimated $7.43K and leaving 776 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #358.

Evermay Wealth Management first reported a position in GEHC in Q1 2023 and has held it in 14 quarters since. The position peaked at $110K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • Evermay Wealth Management held 776 shares of GE HealthCare worth $49.7K as of Q2 2026.
  • Evermay Wealth Management sold 113 GE HealthCare shares in Q2 2026, an estimated $7.43K.
  • GE HealthCare made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Evermay Wealth Management first reported a position in GE HealthCare in Q1 2023 and has held it in 14 quarters since.
  • Evermay Wealth Management's GE HealthCare position peaked at $110K in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.