WIM
GEHC icon

WealthPlan Investment Management’s GE HealthCare GEHC Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-44
Closed -$3.61K – 403
2023
Q1 		$3.61K Buy
+44
New +$3.14K ﹤0.01% 377

Other funds holding GEHC

GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WealthPlan Investment Management's GEHC Position: Q2 2023 in Review

WealthPlan Investment Management sold out of GE HealthCare (GEHC) in Q2 2023, closing a stake of 44 shares — an estimated $3.61K sold.

WealthPlan Investment Management first reported a position in GEHC in Q1 2023 and held it in 1 quarter. The position peaked at $3.61K in Q1 2023. 1,133 funds tracked by Wall St. Rank hold GEHC as of Q2 2023.

  • WealthPlan Investment Management reported no remaining GE HealthCare position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 44 GE HealthCare shares in Q2 2023, an estimated $3.61K.
  • WealthPlan Investment Management first reported a position in GE HealthCare in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's GE HealthCare position peaked at $3.61K in Q1 2023.
  • 1,133 funds tracked by Wall St. Rank held GE HealthCare as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.