WR Wealth Planners’s GE HealthCare GEHC Stock Holding History

WR Wealth Planners’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
2024 Q4	$713K	Sell	9,124 -1,064	-10%	-$90.4K	0.23%	67
2024 Q3	$956K	Buy	10,188 +351	+4%	+$29.5K	0.27%	61
2024 Q2	$766K	Buy	9,837 +3,514	+56%	+$287K	0.23%	61
2024 Q1	$575K	Buy	+6,323	New	+$526K	0.18%	82
2023 Q4	–	Sell	-37	Closed	-$2.52K	–	445
2023 Q3	$2.52K	Hold	37	–	–	﹤0.01%	750
2023 Q2	$3.01K	Sell	37 -50	-57%	-$3.99K	﹤0.01%	738
2023 Q1	$7.14K	Buy	+87	New	+$6.21K	﹤0.01%	627

Other funds holding GEHC

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

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

BlackRock New York $5.72T 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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WR Wealth Planners's GEHC Position: Q4 2024 in Review

WR Wealth Planners reduced its GE HealthCare (GEHC) stake by 10% in Q4 2024, selling an estimated $90.4K and leaving 9,124 shares worth $713K. The position accounts for 0.23% of the portfolio, ranked #67.

WR Wealth Planners first reported a position in GEHC in Q1 2023 and has held it in 7 quarters since. The position peaked at $956K in Q3 2024. 1,325 funds tracked by Wall St. Rank hold GEHC as of Q4 2024.

WR Wealth Planners held 9,124 shares of GE HealthCare worth $713K as of Q4 2024.
WR Wealth Planners sold 1,064 GE HealthCare shares in Q4 2024, an estimated $90.4K.
GE HealthCare made up 0.23% of WR Wealth Planners's portfolio in Q4 2024, its #67 holding.
WR Wealth Planners first reported a position in GE HealthCare in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's GE HealthCare position peaked at $956K in Q3 2024.
1,325 funds tracked by Wall St. Rank held GE HealthCare as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.