What smart money is saying about GE Healthcare Technologies, Inc.
1 fund in our archive has pitched GE Healthcare Technologies, Inc., most recently AMG River Road Large Cap Value Select Fund in June 2025.
GE HealthCare Technologies Inc. engages in the development, manufacture, and marketing of products, services, and complementary digital solutions used in the diagnosis, treatment, and monitoring of patients in the United States, Canada, Europe, the Middle East, Africa, China, Taiwan, Mongolia, Hong Kong, and internationally. The company operates through four segments: Imaging, Ultrasound, Patient Care Solutions, and Pharmaceutical Diagnostics. The Imaging segment offers molecular imaging, computed tomography (CT) scanning, magnetic resonance (MR) imaging, image-guided therapy, and X-ray systems, as well as women's health products. The Ultrasound segment provides screening, diagnosis, treatment, and monitoring of certain diseases through radiology and primary care, women's health, cardiovascular, and point of care and handheld ultrasound solutions, as well as surgical visualization and guidance products. The Patient Care Solutions segment involved in the provision of medical devices, consumable products, services, and digital solutions through patient monitoring, anesthesia delivery and respiratory care, diagnostic cardiology, and maternal infant care products. The Pharmaceutical Diagnostics supplies diagnostic agents, including CT, angiography and X-ray, MR, single-photon emission computed tomography, positron emission tomography, and ultrasound to the radiology and nuclear medicine industry. The segment also provides contrast media pharmaceuticals, administered to a patient prior to certain diagnostic scans to increase the visibility of tissues or structures during imaging exams; and molecular imaging agents, or radiopharmaceuticals, which are molecular tracers labeled with radioisotopes that are injected into a patient prior to a diagnostic imaging scan. The company was incorporated in 2022 and is headquartered in Chicago, Illinois.
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Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in GE Healthcare Technologies, Inc., with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q2 2025 | 2 | 2 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- July 2026
“6. GE Healthcare Technology (GEHC) ● Business: GE HealthCare operates as a leading global medical technology, pharmaceutical diagnostics, and digital solutions innovator. The company organizes its operational architecture into four primary business segments: Imaging: Focuses on comprehensive scanning and diagnostic hardware, including MRI, CT scanners, Molecular Imaging, X-ray, and Women’s Health technologies. Ultrasound: Encompasses specialized equipment for radiology, cardiology, women's health, point-of-care, and primary clinical applications. Patient Care Solutions (PCS): Develops comprehensive health monitoring equipment, anesthesia delivery systems, ventilators, diagnostic ECGs, and maternal-infant care systems. Pharmaceutical Diagnostics (PDx): Produces diagnostic agents and radiopharmaceuticals (contrast media and molecular imaging agents) used to enhance medical image imaging and visibility. ● Insider Buying/Selling: GE HealthCare Technologies (GEHC) has experienced significant insider buying activity, with total net purchases of over $6.4 million from late April through May 2026.”
GE Healthcare Technologies, Inc. - HoldsFPA Crescent FundJune 2026
Listed in FPA Crescent Fund’s reported holdings.
GE Healthcare Technologies, Inc. - New positionAMG River Road Large Cap Value Select FundJune 2025
“We established two new positions, received one spinoff position, and eliminated five positions. GE Healthcare Technologies, Inc. (GEHC, 2.0 conviction) is discussed below as the largest new position. Another new position in Q1 was Restaurant Brands International Inc. (QSR, 2.5 conviction).”
GE Healthcare Technologies, Inc. - June 2025
“During Q4, we increased nine positions (net) and decreased 10 positions (net). The two largest increases (convictions noted in parenthesis) were Expeditors International of Washington Inc. (EXPD, 2.5 conviction) and GE HealthCare Technologies Inc. (GEHC, 2.5 conviction).”
GE Healthcare Technologies, Inc.
Also mentioned · 1
These funds discuss GE Healthcare Technologies, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedLongleaf Partners International FundJune 2025
“Philips is one of the world’s leading manufacturers of large medical equipment, such as MRI/CT scanners, Ultrasound and Image-Guided Therapy (IGT), as well as the devices and software to accompany them. The servicing of the installed base is also a significant aspect of the business model. Along with GE Healthcare and Siemens Healthineers, these three companies account for the majority of market share amongst the international manufacturers, competing with a number of smaller specialists and local players, particularly in China.”
GE Healthcare Technologies, Inc.
Fund coverage · 1 thesis
GE Healthcare Technologies, Inc. is a global leader in medical technology with a strong market position, diverse revenue streams, and a solid financial foundation poised for sustainable growth in expanding healthcare markets.
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