Institute for Wealth Management, LLC.

Position in GEHC — GE HealthCare Technologies Inc.

CIK 1533954 DENVER, CO

Position in GEHC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$122,451

-$79,315 QoQ

Shares Held

1,913

-29.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#767

of 1,218 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,680,354 across 15 Medical Devices names. GEHC ranks #6 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	5,882	$533,732
2	EW	Edwards Lifesciences Corp	5,010	$453,204
3	SYK	Stryker Corp	695	$218,813
4	BSX	Boston Scientific Corp	3,454	$147,416
5	MDT	Medtronic plc	1,819	$142,300
6	GEHC	GE HealthCare Technologies Inc. This page	1,913	$122,451
7	STE	STERIS plc	106	$22,320
8	ZBH	Zimmer Biomet Holdings, Inc.	230	$19,800

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$122,451	1,913	-29.8%	Shares	Sole	2026-07-28
2025-06-30	$201,766	2,724	-5.4%	Shares	Sole	2025-07-18
2025-03-31	$232,364	2,879	-5.1%	Shares	Sole	2025-04-21
2024-12-31	$237,119	3,033	-4.5%	Shares	Sole	2025-01-23
2024-09-30	$298,067	3,176	-1.5%	Shares	Sole	2024-11-12
2024-06-30	$251,214	3,224	-4.0%	Shares	Sole	2024-07-25
2024-03-31	$305,275	3,358	+0.0%	Shares	Sole	2024-04-30
2023-12-31	$259,563	3,357	-3.8%	Shares	Sole	2024-01-31
2023-09-30	$237,527	3,491	-0.6%	Shares	Sole	2023-10-13
2023-06-30	$285,233	3,511	-5.9%	Shares	Sole	2023-07-25
2023-03-31	$306,053	3,731	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.