Venturi Wealth Management’s GE HealthCare GEHC Stock Holding History

Venturi Wealth 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
2025 Q1	–	Sell	-328	Closed	-$25.6K	–	1068
2024 Q4	$25.6K	Sell	328 -9	-3%	-$765	﹤0.01%	1206
2024 Q3	$31.6K	Buy	337 +67	+25%	+$5.62K	﹤0.01%	897
2024 Q2	$21K	Buy	270 +72	+36%	+$5.87K	﹤0.01%	931
2024 Q1	$18K	Buy	198 +35	+21%	+$2.91K	﹤0.01%	767
2023 Q4	$12.6K	Buy	163 +44	+37%	+$3.08K	﹤0.01%	821
2023 Q3	$8.1K	Buy	119 +2	+2%	+$146	﹤0.01%	848
2023 Q2	$9.51K	Buy	117 +38	+48%	+$3.03K	﹤0.01%	662
2023 Q1	$6.48K	Buy	+79	New	+$5.64K	﹤0.01%	783

Other funds holding GEHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return