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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Venturi Wealth Management's GEHC Position: Q1 2025 in Review

Venturi Wealth Management sold out of GE HealthCare (GEHC) in Q1 2025, closing a stake of 328 shares — an estimated $25.6K sold.

Venturi Wealth Management first reported a position in GEHC in Q1 2023 and held it in 8 quarters. The position peaked at $31.6K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold GEHC as of Q1 2025.

Venturi Wealth Management reported no remaining GE HealthCare position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 328 GE HealthCare shares in Q1 2025, an estimated $25.6K.
Venturi Wealth Management first reported a position in GE HealthCare in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's GE HealthCare position peaked at $31.6K in Q3 2024.
1,373 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.