Root Financial Partners
GEHC icon

Root Financial Partners’s GE HealthCare GEHC Stock Holding History

Root Financial Partners’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
Q3 		$94.7K Buy
+1,448
New +$97.9K ﹤0.01% 760
2026
Q2 		– Sell
-827
Closed -$58.9K – 1496
2026
Q1 		$58.9K Buy
827
+28
+4% +$2.21K ﹤0.01% 804
2025
Q4 		$65.5K Buy
799
+33
+4% +$2.57K ﹤0.01% 613
2025
Q3 		$57.5K Buy
+766
New +$57.1K ﹤0.01% 621

Other funds holding GEHC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return

Root Financial Partners's GEHC Position: Q3 2026 in Review

Root Financial Partners opened a new position in GE HealthCare (GEHC) in Q3 2026: 1,448 shares worth $94.7K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GEHC as recently as Q1 2026.

Root Financial Partners first reported a position in GEHC in Q3 2025 and has held it in 4 quarters since. 687 funds tracked by Wall St. Rank hold GEHC as of Q3 2026.

  • Root Financial Partners held 1,448 shares of GE HealthCare worth $94.7K as of Q3 2026.
  • GE HealthCare was a new Root Financial Partners position in Q3 2026.
  • GE HealthCare made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #760 holding.
  • Root Financial Partners first reported a position in GE HealthCare in Q3 2025 and has held it in 4 quarters since.
  • 687 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.