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United Financial Planning Group’s GE HealthCare GEHC Stock Holding History

United Financial Planning 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
2026
Q2 		$320 Sell
5
-3
-38% -$197 ﹤0.01% 456
2026
Q1 		$569 Sell
8
-3
-27% -$237 ﹤0.01% 447
2025
Q4 		$902 Hold
11
– – ﹤0.01% 369
2025
Q3 		$826 Buy
+11
New +$820 ﹤0.01% 200

Other funds holding GEHC

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

United Financial Planning Group's GEHC Position: Q2 2026 in Review

United Financial Planning Group reduced its GE HealthCare (GEHC) stake by 38% in Q2 2026, selling an estimated $197 and leaving 5 shares worth $320. The position accounts for ﹤0.01% of the portfolio, ranked #456.

United Financial Planning Group first reported a position in GEHC in Q3 2025 and has held it in 4 quarters since. The position peaked at $902 in Q4 2025. 1,224 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • United Financial Planning Group held 5 shares of GE HealthCare worth $320 as of Q2 2026.
  • United Financial Planning Group sold 3 GE HealthCare shares in Q2 2026, an estimated $197.
  • GE HealthCare made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #456 holding.
  • United Financial Planning Group first reported a position in GE HealthCare in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's GE HealthCare position peaked at $902 in Q4 2025.
  • 1,224 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.