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Gratus Wealth Advisors’s GE HealthCare GEHC Stock Holding History

Gratus 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
2025
Q3 		– Sell
-8,121
Closed -$602K – 135
2025
Q2 		$602K Buy
8,121
+45
+0.6% +$3.13K 0.09% 80
2025
Q1 		$652K Buy
8,076
+437
+6% +$37.6K 0.11% 78
2024
Q4 		$597K Buy
+7,639
New +$649K 0.1% 83

Other funds holding GEHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gratus Wealth Advisors's GEHC Position: Q3 2025 in Review

Gratus Wealth Advisors sold out of GE HealthCare (GEHC) in Q3 2025, closing a stake of 8,121 shares — an estimated $602K sold.

Gratus Wealth Advisors first reported a position in GEHC in Q4 2024 and held it in 3 quarters. The position peaked at $652K in Q1 2025. 1,279 funds tracked by Wall St. Rank hold GEHC as of Q3 2025.

  • Gratus Wealth Advisors reported no remaining GE HealthCare position as of Q3 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 8,121 GE HealthCare shares in Q3 2025, an estimated $602K.
  • Gratus Wealth Advisors first reported a position in GE HealthCare in Q4 2024 and held it in 3 quarters.
  • Gratus Wealth Advisors's GE HealthCare position peaked at $652K in Q1 2025.
  • 1,279 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2025.

Based on Gratus Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.