Summit Wealth Group’s GE HealthCare GEHC Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-42,902	Closed	-$1K	–	149
2023 Q1	$1K	Buy	+42,902	New	+$3.06M	0.02%	117

Other funds holding GEHC

General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Summit Wealth Group's GEHC Position: Q2 2023 in Review

Summit Wealth Group sold out of GE HealthCare (GEHC) in Q2 2023, closing a stake of 42,902 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in GEHC in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 1,133 funds tracked by Wall St. Rank hold GEHC as of Q2 2023.

Summit Wealth Group reported no remaining GE HealthCare position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 42,902 GE HealthCare shares in Q2 2023, an estimated $1K.
Summit Wealth Group first reported a position in GE HealthCare in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's GE HealthCare position peaked at $1K in Q1 2023.
1,133 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.