EWA
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Exencial Wealth Advisors’s GE HealthCare GEHC Stock Holding History

Exencial Wealth Advisors’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
Q1 		$1.48M Sell
20,833
-88,141
-81% -$6.95M 0.05% 249
2025
Q4 		$8.94M Sell
108,974
-63,931
-37% -$4.98M 0.28% 98
2025
Q3 		$13M Sell
172,905
-3,424
-2% -$255K 0.42% 69
2025
Q2 		$13.1M Sell
176,329
-7,998
-4% -$557K 0.46% 62
2025
Q1 		$14.9M Sell
184,327
-467
-0.3% -$40.1K 0.55% 53
2024
Q4 		$14.4M Sell
184,794
-4,137
-2% -$352K 0.53% 56
2024
Q3 		$17.7M Sell
188,931
-61,487
-25% -$5.16M 0.64% 47
2024
Q2 		$19.5M Sell
250,418
-18,039
-7% -$1.47M 0.74% 33
2024
Q1 		$24.4M Buy
268,457
+5,766
+2% +$480K 0.91% 20
2023
Q4 		$20.3M Buy
262,691
+68,303
+35% +$4.78M 0.83% 24
2023
Q3 		$13.2M Sell
194,388
-5,628
-3% -$409K 0.64% 51
2023
Q2 		$16.2M Buy
200,016
+56,837
+40% +$4.54M 0.75% 39
2023
Q1 		$11.7M Buy
+143,179
New +$10.2M 0.61% 54

Other funds holding GEHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return