Mount Yale Investment Advisors’s GE HealthCare GEHC Stock Holding History

Mount Yale Investment 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 Q1	$512K	Buy	7,195 +1,066	+17%	+$84.1K	0.01%	712
2025 Q4	$503K	Buy	+6,129	New	+$478K	0.02%	459
2025 Q3	–	Sell	-1,006	Closed	-$74.5K	–	1034
2025 Q2	$74.5K	Buy	+1,006	New	+$70K	0.01%	709
2023 Q3	–	Sell	-3,814	Closed	-$310K	–	506
2023 Q2	$310K	Buy	+3,814	New	+$304K	0.03%	382

Other funds holding GEHC

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Mount Yale Investment Advisors's GEHC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its GE HealthCare (GEHC) stake by 17% in Q1 2026, buying an estimated $84.1K and bringing the position to 7,195 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #712.

Mount Yale Investment Advisors first reported a position in GEHC in Q2 2023 and has held it in 4 quarters since. 1,269 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

Mount Yale Investment Advisors held 7,195 shares of GE HealthCare worth $512K as of Q1 2026.
Mount Yale Investment Advisors bought 1,066 GE HealthCare shares in Q1 2026, an estimated $84.1K.
GE HealthCare made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #712 holding.
Mount Yale Investment Advisors first reported a position in GE HealthCare in Q2 2023 and has held it in 4 quarters since.
1,269 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.