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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gladstone Institutional Advisory's GEHC Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of GE HealthCare (GEHC) in Q3 2025, closing a stake of 3,250 shares — an estimated $241K sold.

Gladstone Institutional Advisory first reported a position in GEHC in Q3 2023 and held it in 8 quarters. The position peaked at $451K in Q2 2024. 1,279 funds tracked by Wall St. Rank hold GEHC as of Q3 2025.

Gladstone Institutional Advisory reported no remaining GE HealthCare position as of Q3 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 3,250 GE HealthCare shares in Q3 2025, an estimated $241K.
Gladstone Institutional Advisory first reported a position in GE HealthCare in Q3 2023 and held it in 8 quarters.
Gladstone Institutional Advisory's GE HealthCare position peaked at $451K in Q2 2024.
1,279 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.