HWA
GEHC icon

Heartwood Wealth Advisors’s GE HealthCare GEHC Stock Holding History

Heartwood 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
Q4 		– Sell
-184
Closed -$13.8K – 363
2025
Q3 		$13.8K Buy
+184
New +$13.7K ﹤0.01% 371

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's GEHC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of GE HealthCare (GEHC) in Q4 2025, closing a stake of 184 shares — an estimated $13.8K sold.

Heartwood Wealth Advisors first reported a position in GEHC in Q3 2025 and held it in 1 quarter. The position peaked at $13.8K in Q3 2025. 1,338 funds tracked by Wall St. Rank hold GEHC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining GE HealthCare position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 184 GE HealthCare shares in Q4 2025, an estimated $13.8K.
  • Heartwood Wealth Advisors first reported a position in GE HealthCare in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's GE HealthCare position peaked at $13.8K in Q3 2025.
  • 1,338 funds tracked by Wall St. Rank held GE HealthCare as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.