Optimum Investment Advisors’s GE HealthCare GEHC Stock Holding History

Optimum 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
2025 Q3	$21.3K	Sell	283 -1,000	-78%	-$74.6K	0.01%	435
2025 Q2	$95K	Sell	1,283 -300	-19%	-$20.9K	0.04%	259
2025 Q1	$128K	Hold	1,583	–	–	0.06%	217
2024 Q4	$124K	Hold	1,583	–	–	0.05%	229
2024 Q3	$149K	Hold	1,583	–	–	0.06%	221
2024 Q2	$123K	Hold	1,583	–	–	0.06%	240
2024 Q1	$144K	Sell	1,583 -300	-16%	-$25K	0.07%	223
2023 Q4	$146K	Hold	1,883	–	–	0.07%	209
2023 Q3	$128K	Sell	1,883 -300	-14%	-$21.8K	0.07%	227
2023 Q2	$177K	Buy	2,183 +1,879	+618%	+$150K	0.09%	204
2023 Q1	$24.9K	Buy	+304	New	+$21.7K	0.01%	453

Other funds holding GEHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Optimum Investment Advisors's GEHC Position: Q3 2025 in Review

Optimum Investment Advisors reduced its GE HealthCare (GEHC) stake by 78% in Q3 2025, selling an estimated $74.6K and leaving 283 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #435.

Optimum Investment Advisors first reported a position in GEHC in Q1 2023 and has held it in 11 quarters since. The position peaked at $177K in Q2 2023. 1,278 funds tracked by Wall St. Rank hold GEHC as of Q3 2025.

Optimum Investment Advisors held 283 shares of GE HealthCare worth $21.3K as of Q3 2025.
Optimum Investment Advisors sold 1,000 GE HealthCare shares in Q3 2025, an estimated $74.6K.
GE HealthCare made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #435 holding.
Optimum Investment Advisors first reported a position in GE HealthCare in Q1 2023 and has held it in 11 quarters since.
Optimum Investment Advisors's GE HealthCare position peaked at $177K in Q2 2023.
1,278 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.