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Geneos Wealth Management’s GE HealthCare GEHC Stock Holding History

Geneos 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
Q1 		$305K Sell
4,278
-996
-19% -$78.5K 0.01% 827
2025
Q4 		$433K Sell
5,274
-20
-0.4% -$1.56K 0.01% 707
2025
Q3 		$398K Sell
5,294
-1,646
-24% -$123K 0.01% 720
2025
Q2 		$514K Buy
6,940
+2,294
+49% +$160K 0.01% 701
2025
Q1 		$607K Buy
4,646
+2,143
+86% +$184K 0.01% 820
2024
Q4 		$196K Buy
+2,503
New +$213K 0.01% 839

Other funds holding GEHC

BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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

Geneos Wealth Management's GEHC Position: Q1 2026 in Review

Geneos Wealth Management reduced its GE HealthCare (GEHC) stake by 19% in Q1 2026, selling an estimated $78.5K and leaving 4,278 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #827.

Geneos Wealth Management first reported a position in GEHC in Q4 2024 and has held it in 6 quarters since. The position peaked at $607K in Q1 2025. 1,264 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

  • Geneos Wealth Management held 4,278 shares of GE HealthCare worth $305K as of Q1 2026.
  • Geneos Wealth Management sold 996 GE HealthCare shares in Q1 2026, an estimated $78.5K.
  • GE HealthCare made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #827 holding.
  • Geneos Wealth Management first reported a position in GE HealthCare in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's GE HealthCare position peaked at $607K in Q1 2025.
  • 1,264 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.