Kingswood Wealth Advisors’s GE HealthCare GEHC Stock Holding History

Kingswood 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
2026 Q2	$275K	Buy	4,291 +142	+3%	+$9.33K	0.01%	816
2026 Q1	$295K	Sell	4,149 -13,979	-77%	-$1.1M	0.01%	719
2025 Q4	$1.49M	Buy	18,128 +13,579	+299%	+$1.06M	0.07%	270
2025 Q3	$342K	Sell	4,549 -1,316	-22%	-$98.2K	0.02%	581
2025 Q2	$434K	Buy	5,865 +34	+0.6%	+$2.37K	0.03%	453
2025 Q1	$470K	Sell	5,831 -982	-14%	-$84.4K	0.04%	412
2024 Q4	$533K	Buy	6,813 +2,265	+50%	+$193K	0.04%	418
2024 Q3	$426K	Buy	4,548 +823	+22%	+$69.1K	0.03%	499
2024 Q2	$290K	Buy	3,725 +18	+0.5%	+$1.47K	0.03%	532
2024 Q1	$337K	Sell	3,707 -586	-14%	-$48.8K	0.04%	445
2023 Q4	$332K	Buy	+4,293	New	+$301K	0.04%	440

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 $3.37T AUM 44.26% 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

Kingswood Wealth Advisors's GEHC Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its GE HealthCare (GEHC) stake by 3.4% in Q2 2026, buying an estimated $9.33K and bringing the position to 4,291 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #816.

Kingswood Wealth Advisors first reported a position in GEHC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2025. 1,223 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

Kingswood Wealth Advisors held 4,291 shares of GE HealthCare worth $275K as of Q2 2026.
Kingswood Wealth Advisors bought 142 GE HealthCare shares in Q2 2026, an estimated $9.33K.
GE HealthCare made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #816 holding.
Kingswood Wealth Advisors first reported a position in GE HealthCare in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's GE HealthCare position peaked at $1.49M in Q4 2025.
1,223 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.