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WealthPLAN Partners’s GE HealthCare GEHC Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-1,110
Closed -$90.2K – 613
2023
Q2 		$90.2K Sell
1,110
-17
-2% -$1.36K 0.01% 415
2023
Q1 		$92.4K Buy
+1,127
New +$80.5K 0.01% 440

Other funds holding GEHC

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

WealthPLAN Partners's GEHC Position: Q3 2023 in Review

WealthPLAN Partners sold out of GE HealthCare (GEHC) in Q3 2023, closing a stake of 1,110 shares — an estimated $90.2K sold.

WealthPLAN Partners first reported a position in GEHC in Q1 2023 and held it in 2 quarters. The position peaked at $92.4K in Q1 2023. 1,106 funds tracked by Wall St. Rank hold GEHC as of Q3 2023.

  • WealthPLAN Partners reported no remaining GE HealthCare position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,110 GE HealthCare shares in Q3 2023, an estimated $90.2K.
  • WealthPLAN Partners first reported a position in GE HealthCare in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's GE HealthCare position peaked at $92.4K in Q1 2023.
  • 1,106 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.