Xcel Wealth Management’s GE HealthCare GEHC Stock Holding History

Xcel 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	-6,771	Closed	-$529K	–	132
2024 Q4	$529K	Hold	6,771	–	–	0.15%	86
2024 Q3	$635K	Sell	6,771 -77	-1%	-$6.46K	0.19%	77
2024 Q2	$534K	Buy	6,848 +3,683	+116%	+$300K	0.17%	76
2024 Q1	$288K	Sell	3,165 -341	-10%	-$28.4K	0.09%	103
2023 Q4	$271K	Sell	3,506 -216	-6%	-$15.1K	0.1%	99
2023 Q3	$253K	Buy	3,722 +1,115	+43%	+$81.1K	0.1%	96
2023 Q2	$212K	Sell	2,607 -2,315	-47%	-$185K	0.07%	126
2023 Q1	$404K	Buy	+4,922	New	+$351K	0.14%	96

Other funds holding GEHC

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Xcel Wealth Management sold out of GE HealthCare (GEHC) in Q1 2025, closing a stake of 6,771 shares — an estimated $529K sold.

Xcel Wealth Management first reported a position in GEHC in Q1 2023 and held it in 8 quarters. The position peaked at $635K in Q3 2024. 1,367 funds tracked by Wall St. Rank hold GEHC as of Q1 2025.

Xcel Wealth Management reported no remaining GE HealthCare position as of Q1 2025 after selling out during the quarter.
Xcel Wealth Management sold 6,771 GE HealthCare shares in Q1 2025, an estimated $529K.
Xcel Wealth Management first reported a position in GE HealthCare in Q1 2023 and held it in 8 quarters.
Xcel Wealth Management's GE HealthCare position peaked at $635K in Q3 2024.
1,367 funds tracked by Wall St. Rank held GE HealthCare as of Q1 2025.

Based on Xcel Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.