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AVISO WEALTH MANAGEMENT: GEHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVISO WEALTH MANAGEMENT on GEHC, newest first. How the timeline and the estimate are built.

AVISO WEALTH MANAGEMENT held 9,799 GEHC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,799 shares
    Change vs previous 13F -4,685 shares

    0.21% of the 13F portfolio, value $627,270.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 14,484 shares
    Change vs previous 13F -70 shares

    0.46% of the 13F portfolio, value $1,031,011.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 14,554 shares
    Change vs previous 13F +16 shares

    0.5% of the 13F portfolio, value $1,193,766.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 14,538 shares
    Change vs previous 13F -1,364 shares

    0.48% of the 13F portfolio, value $1,091,773.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 15,902 shares
    Change vs previous 13F -2,563 shares

    0.55% of the 13F portfolio, value $1,177,831.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 18,465 shares
    Change vs previous 13F -1,539 shares

    0.79% of the 13F portfolio, value $1,490,288.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 20,004 shares
    Change vs previous 13F -522 shares

    0.8% of the 13F portfolio, value $1,563,891.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 20,526 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,926,352.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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