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Simplicity Wealth’s GE HealthCare GEHC Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-15,292
Closed -$1.19M – 762
2024
Q2 		$1.19M Sell
15,292
-21,793
-59% -$1.78M 0.03% 482
2024
Q1 		$3.37M Buy
+37,085
New +$3.09M 0.08% 247

Other funds holding GEHC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Simplicity Wealth's GEHC Position: Q3 2024 in Review

Simplicity Wealth sold out of GE HealthCare (GEHC) in Q3 2024, closing a stake of 15,292 shares — an estimated $1.19M sold.

Simplicity Wealth first reported a position in GEHC in Q1 2024 and held it in 2 quarters. The position peaked at $3.37M in Q1 2024. 1,274 funds tracked by Wall St. Rank hold GEHC as of Q3 2024.

  • Simplicity Wealth reported no remaining GE HealthCare position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 15,292 GE HealthCare shares in Q3 2024, an estimated $1.19M.
  • Simplicity Wealth first reported a position in GE HealthCare in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's GE HealthCare position peaked at $3.37M in Q1 2024.
  • 1,274 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.