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
2026 Q2	$122K	Buy	+1,913	New	+$126K	0.01%	635
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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

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

Institute for Wealth Management's GEHC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in GE HealthCare (GEHC) in Q2 2026: 1,913 shares worth $122K. The stake represents 0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GEHC as recently as Q2 2025.

Institute for Wealth Management first reported a position in GEHC in Q1 2023 and has held it in 11 quarters since. The position peaked at $306K in Q1 2023. 1,233 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

Institute for Wealth Management held 1,913 shares of GE HealthCare worth $122K as of Q2 2026.
GE HealthCare was a new Institute for Wealth Management position in Q2 2026.
GE HealthCare made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #635 holding.
Institute for Wealth Management first reported a position in GE HealthCare in Q1 2023 and has held it in 11 quarters since.
Institute for Wealth Management's GE HealthCare position peaked at $306K in Q1 2023.
1,233 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.