GIA
GEHC icon

Gladstone Institutional Advisory’s GE HealthCare GEHC Stock Holding History

Gladstone Institutional Advisory’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
2025
Q3 		– Sell
-3,250
Closed -$241K – 801
2025
Q2 		$241K Sell
3,250
-59
-2% -$4.11K 0.01% 657
2025
Q1 		$267K Sell
3,309
-288
-8% -$24.8K 0.01% 613
2024
Q4 		$281K Buy
3,597
+15
+0.4% +$1.27K 0.01% 603
2024
Q3 		$336K Sell
3,582
-2,204
-38% -$185K 0.02% 548
2024
Q2 		$451K Buy
5,786
+827
+17% +$67.5K 0.02% 444
2024
Q1 		$451K Buy
4,959
+1,021
+26% +$85K 0.02% 439
2023
Q4 		$304K Buy
3,938
+851
+28% +$59.6K 0.02% 520
2023
Q3 		$210K Buy
+3,087
New +$225K 0.01% 569

Other funds holding GEHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return