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Valeo Financial Advisors’s GE HealthCare GEHC Stock Holding History

Valeo Financial Advisors’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
Q3 		$317K Buy
4,850
+163
+3% +$11K 0.01% 613
2026
Q2 		$300K Buy
4,687
+35
+0.8% +$2.3K 0.01% 624
2026
Q1 		$331K Sell
4,652
-2,068
-31% -$163K 0.01% 516
2025
Q4 		$551K Sell
6,720
-1,272
-16% -$99.1K 0.01% 437
2025
Q3 		$600K Sell
7,992
-2,908
-27% -$217K 0.01% 422
2025
Q2 		$807K Buy
10,900
+3,303
+43% +$230K 0.02% 347
2025
Q1 		$613K Sell
7,597
-71
-0.9% -$6.1K 0.02% 361
2024
Q4 		$599K Buy
7,668
+544
+8% +$46.2K 0.02% 370
2024
Q3 		$669K Sell
7,124
-10
-0.1% -$839 0.02% 341
2024
Q2 		$556K Buy
7,134
+482
+7% +$39.3K 0.02% 363
2024
Q1 		$577K Sell
6,652
-356
-5% -$29.6K 0.02% 334
2023
Q4 		$542K Buy
7,008
+193
+3% +$13.5K 0.02% 337
2023
Q3 		$464K Buy
6,815
+630
+10% +$45.8K 0.02% 353
2023
Q2 		$502K Sell
6,185
-61
-1% -$4.87K 0.02% 321
2023
Q1 		$512K Buy
+6,246
New +$446K 0.02% 329

Other funds holding GEHC

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's GEHC Position: Q3 2026 in Review

Valeo Financial Advisors increased its GE HealthCare (GEHC) stake by 3.5% in Q3 2026, buying an estimated $11K and bringing the position to 4,850 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #613.

Valeo Financial Advisors first reported a position in GEHC in Q1 2023 and has held it in 15 quarters since. The position peaked at $807K in Q2 2025. 50 funds tracked by Wall St. Rank hold GEHC as of Q3 2026.

  • Valeo Financial Advisors held 4,850 shares of GE HealthCare worth $317K as of Q3 2026.
  • Valeo Financial Advisors bought 163 GE HealthCare shares in Q3 2026, an estimated $11K.
  • GE HealthCare made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #613 holding.
  • Valeo Financial Advisors first reported a position in GE HealthCare in Q1 2023 and has held it in 15 quarters since.
  • Valeo Financial Advisors's GE HealthCare position peaked at $807K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.