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 Q2	$225K	Sell	3,518 -4,356	-55%	-$286K	0.15%	195
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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Total Wealth Planning & Management's GEHC Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its GE HealthCare (GEHC) stake by 55% in Q2 2026, selling an estimated $286K and leaving 3,518 shares worth $225K. The position accounts for 0.15% of the portfolio, ranked #195.

Total Wealth Planning & Management first reported a position in GEHC in Q1 2025 and has held it in 5 quarters since. The position peaked at $582K in Q4 2025. 1,233 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

Total Wealth Planning & Management held 3,518 shares of GE HealthCare worth $225K as of Q2 2026.
Total Wealth Planning & Management sold 4,356 GE HealthCare shares in Q2 2026, an estimated $286K.
GE HealthCare made up 0.15% of Total Wealth Planning & Management's portfolio in Q2 2026, its #195 holding.
Total Wealth Planning & Management first reported a position in GE HealthCare in Q1 2025 and has held it in 5 quarters since.
Total Wealth Planning & Management's GE HealthCare position peaked at $582K in Q4 2025.
1,233 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.