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Independent Financial Group’s GE HealthCare GEHC Stock Holding History

Independent Financial Group’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
Q2 		$457K Sell
7,146
-206
-3% -$13.5K 0.01% 1039
2026
Q1 		$523K Buy
7,352
+943
+15% +$74.4K 0.01% 914
2025
Q4 		$526K Sell
6,409
-1,244
-16% -$96.9K 0.01% 876
2025
Q3 		$575K Sell
7,653
-2,019
-21% -$151K 0.01% 786
2025
Q2 		$716K Sell
9,672
-5,284
-35% -$368K 0.02% 648
2025
Q1 		$1.21M Buy
14,956
+4
+0% +$344 0.04% 431
2024
Q4 		$1.17M Buy
14,952
+9,142
+157% +$777K 0.04% 432
2024
Q3 		$545K Buy
5,810
+32
+0.6% +$2.69K 0.02% 621
2024
Q2 		$450K Buy
5,778
+261
+5% +$21.3K 0.02% 648
2024
Q1 		$502K Buy
5,517
+26
+0.5% +$2.16K 0.02% 583
2023
Q4 		$425K Sell
5,491
-186
-3% -$13K 0.02% 602
2023
Q3 		$386K Buy
5,677
+435
+8% +$31.6K 0.03% 570
2023
Q2 		$426K Buy
5,242
+159
+3% +$12.7K 0.03% 521
2023
Q1 		$417K Buy
+5,083
New +$363K 0.03% 501

Other funds holding GEHC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Independent Financial Group's GEHC Position: Q2 2026 in Review

Independent Financial Group reduced its GE HealthCare (GEHC) stake by 2.8% in Q2 2026, selling an estimated $13.5K and leaving 7,146 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #1039.

Independent Financial Group first reported a position in GEHC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.21M in Q1 2025. 1,223 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • Independent Financial Group held 7,146 shares of GE HealthCare worth $457K as of Q2 2026.
  • Independent Financial Group sold 206 GE HealthCare shares in Q2 2026, an estimated $13.5K.
  • GE HealthCare made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1039 holding.
  • Independent Financial Group first reported a position in GE HealthCare in Q1 2023 and has held it in 14 quarters since.
  • Independent Financial Group's GE HealthCare position peaked at $1.21M in Q1 2025.
  • 1,223 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.