Mark Sheptoff Financial Planning’s GE HealthCare GEHC Stock Holding History

Mark Sheptoff Financial Planning’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	$960	Hold	15	–	–	﹤0.01%	496
2026 Q1	$916	Buy	15 +6	+67%	+$473	﹤0.01%	486
2025 Q4	$738	Hold	9	–	–	﹤0.01%	488
2025 Q3	$676	Hold	9	–	–	﹤0.01%	463
2025 Q2	$667	Hold	9	–	–	﹤0.01%	492
2025 Q1	$726	Hold	9	–	–	﹤0.01%	423
2024 Q4	$704	Hold	9	–	–	﹤0.01%	411
2024 Q3	$845	Hold	9	–	–	﹤0.01%	408
2024 Q2	$701	Hold	9	–	–	﹤0.01%	410
2024 Q1	$818	Hold	9	–	–	﹤0.01%	381
2023 Q4	$696	Hold	9	–	–	﹤0.01%	377
2023 Q3	$612	Hold	9	–	–	﹤0.01%	364
2023 Q2	$731	Buy	+9	New	+$718	﹤0.01%	372

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

Mark Sheptoff Financial Planning's GEHC Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its GE HealthCare (GEHC) position steady in Q2 2026 at 15 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Mark Sheptoff Financial Planning first reported a position in GEHC in Q2 2023 and has held it in 13 quarters since. 1,227 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

Mark Sheptoff Financial Planning held 15 shares of GE HealthCare worth $960 as of Q2 2026.
Mark Sheptoff Financial Planning left its GE HealthCare share count unchanged in Q2 2026.
GE HealthCare made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #496 holding.
Mark Sheptoff Financial Planning first reported a position in GE HealthCare in Q2 2023 and has held it in 13 quarters since.
1,227 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.