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Advisors Asset Management, Inc.: GEHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on GEHC, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 14,412 GEHC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,412 shares
    Change vs previous 13F -27,991 shares

    0.01% of the 13F portfolio, value $922,512.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,403 shares
    Change vs previous 13F -16,929 shares

    0.05% of the 13F portfolio, value $3,018,246.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 59,332 shares
    Change vs previous 13F -18,800 shares

    0.08% of the 13F portfolio, value $4,866,411.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 78,132 shares
    Change vs previous 13F -16,486 shares

    0.1% of the 13F portfolio, value $5,867,713.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 94,618 shares
    Change vs previous 13F -11,435 shares

    0.13% of the 13F portfolio, value $7,008,355.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 106,053 shares
    Change vs previous 13F +1,710 shares

    0.16% of the 13F portfolio, value $8,559,538.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 104,343 shares
    Change vs previous 13F +6,913 shares

    0.15% of the 13F portfolio, value $8,157,536.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 97,430 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,143,806.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).