Badgley Phelps Wealth Managers, LLC GEHC GE HEALTHCARE TECHNOLOGIES I

Ownership history in Badgley Phelps Wealth Managers, LLC  ·  6 quarters on record

AI Ownership Summary

Badgley Phelps Wealth Managers, LLC reported GE HEALTHCARE TECHNOLOGIES I (GEHC) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.19% in 2025 Q1. The latest visible filing shows GEHC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GEHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Badgley Phelps Wealth Managers, LLC's position in GE HEALTHCARE TECHNOLOGIES I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GEHC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Badgley Phelps Wealth Managers, LLC held GEHC — position size vs. price
% of Fund (quarterly)    GEHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 14,077 -106,144 -88.3% 0.02% $901K 2026-07-31 $68.02
2026 Q1 ADDED 120,221 +10,040 +9.1% 0.17% $8.6M 2026-04-15 $73.47
2025 Q4 REDUCED 8.1% -13.2% 110,181 -9,757 -8.1% 0.17% $9.0M 2026-01-28 $79.18
2025 Q3 ADDED 119,938 +5,408 +4.7% 0.19% $9.0M 2025-11-04 $74.19
2025 Q2 ADDED 114,530 +15,957 +16.2% 0.19% $8.5M 2025-07-16 $75.27
2025 Q1 INITIATED 98,573 0.19% $8.0M 2025-04-30 $70.16

FAQ About Badgley Phelps Wealth Managers, LLC and GEHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Badgley Phelps Wealth Managers, LLC reported owning GEHC?

Badgley Phelps Wealth Managers, LLC reported GEHC across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported GEHC position in Badgley Phelps Wealth Managers, LLC's portfolio?

The largest reported portfolio weight for GEHC was 0.19% in 2025 Q1.

What is the latest reported GEHC position on this page?

The most recent filing on this page is 2026 Q2, when Badgley Phelps Wealth Managers, LLC reported 14,077 shares, equal to 0.02% of portfolio, with an estimated market value of $901K.

What does the chart on this GEHC ownership page compare?

The chart compares Badgley Phelps Wealth Managers, LLC's quarterly GEHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Badgley Phelps Wealth Managers, LLC time their GEHC position?

Based on 13F filing dates vs. subsequent GEHC price moves, Badgley Phelps Wealth Managers, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on GEHC relative to SPY over the holding period was -23.8%.

← Back to Badgley Phelps Wealth Managers, LLC Holdings