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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
Q2 		$220K Buy
3,436
+178
+5% +$11.7K ﹤0.01% 1002
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

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Modern Wealth Management's GEHC Position: Q2 2026 in Review

Modern Wealth Management increased its GE HealthCare (GEHC) stake by 5.5% in Q2 2026, buying an estimated $11.7K and bringing the position to 3,436 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Modern Wealth Management first reported a position in GEHC in Q1 2025 and has held it in 6 quarters since. The position peaked at $305K in Q4 2025. 1,226 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • Modern Wealth Management held 3,436 shares of GE HealthCare worth $220K as of Q2 2026.
  • Modern Wealth Management bought 178 GE HealthCare shares in Q2 2026, an estimated $11.7K.
  • GE HealthCare made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1002 holding.
  • Modern Wealth Management first reported a position in GE HealthCare in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's GE HealthCare position peaked at $305K in Q4 2025.
  • 1,226 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.