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Disclosery

Stonegate Investment Group, LLC: GEHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stonegate Investment Group, LLC on GEHC, newest first. How the timeline and the estimate are built.

Stonegate Investment Group, LLC held 875,796 GEHC shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 875,796 shares
    Change vs previous 13F -105,146 shares

    1.53% of the 13F portfolio, value $65,772,263.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 980,942 shares
    Change vs previous 13F +10,215 shares

    1.83% of the 13F portfolio, value $72,658,400.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 970,727 shares
    Change vs previous 13F +8,363 shares

    2.1% of the 13F portfolio, value $78,347,413.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 962,364 shares
    Change vs previous 13F -17,285 shares

    2.01% of the 13F portfolio, value $75,237,605.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 979,649 shares
    Change vs previous 13F +9,572 shares

    2.42% of the 13F portfolio, value $91,940,085.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 970,077 shares
    Change vs previous 13F +316,093 shares

    2.19% of the 13F portfolio, value $75,588,389.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 653,984 shares
    Change vs previous 13F -407 shares

    1.87% of the 13F portfolio, value $59,453,721.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 654,391 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $50,597,512.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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