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Forvis Mazars Wealth Advisors’s GE HealthCare GEHC Stock Holding History

Forvis Mazars 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
Q3 		– Sell
-3,350
Closed -$261K – 433
2024
Q2 		$261K Buy
3,350
+257
+8% +$21K 0.01% 366
2024
Q1 		$281K Sell
3,093
-146
-5% -$12.1K 0.01% 357
2023
Q4 		$250K Sell
3,239
-13
-0.4% -$910 0.01% 354
2023
Q3 		$221K Buy
3,252
+256
+9% +$18.6K 0.01% 364
2023
Q2 		$243K Sell
2,996
-239
-7% -$19.1K 0.01% 379
2023
Q1 		$265K Buy
+3,235
New +$231K 0.01% 356

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
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
GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors's GEHC Position: Q3 2024 in Review

Forvis Mazars Wealth Advisors sold out of GE HealthCare (GEHC) in Q3 2024, closing a stake of 3,350 shares — an estimated $261K sold.

Forvis Mazars Wealth Advisors first reported a position in GEHC in Q1 2023 and held it in 6 quarters. The position peaked at $281K in Q1 2024. 1,272 funds tracked by Wall St. Rank hold GEHC as of Q3 2024.

  • Forvis Mazars Wealth Advisors reported no remaining GE HealthCare position as of Q3 2024 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,350 GE HealthCare shares in Q3 2024, an estimated $261K.
  • Forvis Mazars Wealth Advisors first reported a position in GE HealthCare in Q1 2023 and held it in 6 quarters.
  • Forvis Mazars Wealth Advisors's GE HealthCare position peaked at $281K in Q1 2024.
  • 1,272 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.