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Modern Wealth Management’s GE HealthCare GEHC Stock Holding History

Modern 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
Q1 		$235K Sell
3,258
-459
-12% -$36.2K ﹤0.01% 787
2025
Q4 		$305K Buy
3,717
+709
+24% +$55.2K 0.01% 675
2025
Q3 		$226K Buy
3,008
+87
+3% +$6.49K ﹤0.01% 734
2025
Q2 		$216K Sell
2,921
-93
-3% -$6.47K 0.01% 724
2025
Q1 		$243K Buy
+3,014
New +$259K 0.01% 587

Other funds holding GEHC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Modern Wealth Management's GEHC Position: Q1 2026 in Review

Modern Wealth Management reduced its GE HealthCare (GEHC) stake by 12% in Q1 2026, selling an estimated $36.2K and leaving 3,258 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Modern Wealth Management first reported a position in GEHC in Q1 2025 and has held it in 5 quarters since. The position peaked at $305K in Q4 2025. 1,263 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

  • Modern Wealth Management held 3,258 shares of GE HealthCare worth $235K as of Q1 2026.
  • Modern Wealth Management sold 459 GE HealthCare shares in Q1 2026, an estimated $36.2K.
  • GE HealthCare made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #787 holding.
  • Modern Wealth Management first reported a position in GE HealthCare in Q1 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's GE HealthCare position peaked at $305K in Q4 2025.
  • 1,263 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.