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Varenne Capital Partners’s GE HealthCare GEHC Stock Holding History

Varenne Capital Partners’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 		$15.5M Buy
242,161
+224,525
+1,273% +$14.8M 2.57% 14
2026
Q1 		$1.26M Buy
17,636
+279
+2% +$22K 0.3% 27
2025
Q4 		$1.42M Buy
17,357
+826
+5% +$64.4K 0.27% 24
2025
Q3 		$1.24M Buy
+16,531
New +$1.23M 0.24% 24

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

Varenne Capital Partners's GEHC Position: Q2 2026 in Review

Varenne Capital Partners increased its GE HealthCare (GEHC) stake by 1,273% in Q2 2026, buying an estimated $14.8M and bringing the position to 242,161 shares worth $15.5M. The position accounts for 2.57% of the portfolio, ranked #14.

Varenne Capital Partners first reported a position in GEHC in Q3 2025 and has held it in 4 quarters since. 1,229 funds tracked by Wall St. Rank hold GEHC as of Q2 2026.

  • Varenne Capital Partners held 242,161 shares of GE HealthCare worth $15.5M as of Q2 2026.
  • Varenne Capital Partners bought 224,525 GE HealthCare shares in Q2 2026, an estimated $14.8M.
  • GE HealthCare made up 2.57% of Varenne Capital Partners's portfolio in Q2 2026, its #14 holding.
  • Varenne Capital Partners first reported a position in GE HealthCare in Q3 2025 and has held it in 4 quarters since.
  • 1,229 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2026.

Based on Varenne Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.