IFWM
GEHC icon

Institute for Wealth Management’s GE HealthCare GEHC Stock Holding History

Institute for Wealth Management’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
-2,724
Closed -$202K – 576
2025
Q2 		$202K Sell
2,724
-155
-5% -$10.8K 0.02% 540
2025
Q1 		$232K Sell
2,879
-154
-5% -$13.2K 0.03% 478
2024
Q4 		$237K Sell
3,033
-143
-5% -$12.2K 0.03% 454
2024
Q3 		$298K Sell
3,176
-48
-1% -$4.03K 0.04% 415
2024
Q2 		$251K Sell
3,224
-134
-4% -$10.9K 0.03% 426
2024
Q1 		$305K Buy
3,358
+1
+0% +$83 0.04% 385
2023
Q4 		$260K Sell
3,357
-134
-4% -$9.38K 0.04% 401
2023
Q3 		$238K Sell
3,491
-20
-0.6% -$1.46K 0.04% 396
2023
Q2 		$285K Sell
3,511
-220
-6% -$17.6K 0.05% 372
2023
Q1 		$306K Buy
+3,731
New +$266K 0.06% 346

Other funds holding GEHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $75B 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