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Total Wealth Planning & Management’s GE HealthCare GEHC Stock Holding History

Total Wealth Planning & Management’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 		$560K Buy
7,874
+779
+11% +$61.4K 0.41% 80
2025
Q4 		$582K Buy
+7,095
New +$553K 0.43% 65
2025
Q2 		$476K Buy
6,433
+1,138
+21% +$79.2K 0.39% 82
2025
Q1 		$427K Buy
+5,295
New +$455K 0.41% 83

Other funds holding GEHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Total Wealth Planning & Management's GEHC Position: Q1 2026 in Review

Total Wealth Planning & Management increased its GE HealthCare (GEHC) stake by 11% in Q1 2026, buying an estimated $61.4K and bringing the position to 7,874 shares worth $560K. The position accounts for 0.41% of the portfolio, ranked #80.

Total Wealth Planning & Management first reported a position in GEHC in Q1 2025 and has held it in 4 quarters since. The position peaked at $582K in Q4 2025. 1,263 funds tracked by Wall St. Rank hold GEHC as of Q1 2026.

  • Total Wealth Planning & Management held 7,874 shares of GE HealthCare worth $560K as of Q1 2026.
  • Total Wealth Planning & Management bought 779 GE HealthCare shares in Q1 2026, an estimated $61.4K.
  • GE HealthCare made up 0.41% of Total Wealth Planning & Management's portfolio in Q1 2026, its #80 holding.
  • Total Wealth Planning & Management first reported a position in GE HealthCare in Q1 2025 and has held it in 4 quarters since.
  • Total Wealth Planning & Management's GE HealthCare position peaked at $582K in Q4 2025.
  • 1,263 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.