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Financial Synergies Wealth Advisors’s GE HealthCare GEHC Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-65
Closed -$5.91K – 214
2024
Q1 		$5.91K Buy
+65
New +$5.41K ﹤0.01% 272
2023
Q4 		– Sell
-65
Closed -$4.42K – 501
2023
Q3 		$4.42K Hold
65
– – ﹤0.01% 270
2023
Q2 		$5.28K Hold
65
– – ﹤0.01% 259
2023
Q1 		$5.33K Buy
+65
New +$4.64K ﹤0.01% 262

Other funds holding GEHC

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
GE
General Electric Evendale, Ohio $308M AUM 40.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Synergies Wealth Advisors's GEHC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of GE HealthCare (GEHC) in Q2 2024, closing a stake of 65 shares — an estimated $5.91K sold.

Financial Synergies Wealth Advisors first reported a position in GEHC in Q1 2023 and held it in 4 quarters. The position peaked at $5.91K in Q1 2024. 1,213 funds tracked by Wall St. Rank hold GEHC as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining GE HealthCare position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 65 GE HealthCare shares in Q2 2024, an estimated $5.91K.
  • Financial Synergies Wealth Advisors first reported a position in GE HealthCare in Q1 2023 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's GE HealthCare position peaked at $5.91K in Q1 2024.
  • 1,213 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.