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Forum Financial Management’s GE HealthCare GEHC Stock Holding History

Forum Financial 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 		– Sell
-3,177
Closed -$226K – 358
2026
Q1 		$226K Sell
3,177
-4,597
-59% -$363K ﹤0.01% 293
2025
Q4 		$638K Buy
7,774
+36
+0.5% +$2.81K 0.01% 380
2025
Q3 		$581K Sell
7,738
-235
-3% -$17.5K 0.01% 397
2025
Q2 		$591K Buy
7,973
+248
+3% +$17.3K 0.01% 354
2025
Q1 		$624K Sell
7,725
-228
-3% -$19.6K 0.01% 297
2024
Q4 		$622K Buy
7,953
+1,869
+31% +$159K 0.01% 311
2024
Q3 		$571K Buy
6,084
+314
+5% +$26.4K 0.01% 294
2024
Q2 		$450K Buy
5,770
+118
+2% +$9.63K 0.01% 341
2024
Q1 		$514K Buy
5,652
+29
+0.5% +$2.41K 0.01% 316
2023
Q4 		$435K Buy
5,623
+634
+13% +$44.4K 0.01% 329
2023
Q3 		$339K Buy
4,989
+186
+4% +$13.5K 0.01% 389
2023
Q2 		$390K Buy
4,803
+90
+2% +$7.18K 0.01% 356
2023
Q1 		$387K Buy
+4,713
New +$337K 0.01% 325

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

Forum Financial Management's GEHC Position: Q2 2026 in Review

Forum Financial Management sold out of GE HealthCare (GEHC) in Q2 2026, closing a stake of 3,177 shares — an estimated $226K sold.

Forum Financial Management first reported a position in GEHC in Q1 2023 and held it in 13 quarters. The position peaked at $638K in Q4 2025. 1,223 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • Forum Financial Management reported no remaining GE HealthCare position as of Q2 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,177 GE HealthCare shares in Q2 2026, an estimated $226K.
  • Forum Financial Management first reported a position in GE HealthCare in Q1 2023 and held it in 13 quarters.
  • Forum Financial Management's GE HealthCare position peaked at $638K in Q4 2025.
  • 1,223 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.