This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GEHC/capital-change-brief"
Use Arkolith's capital_change_brief for GEHC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.6B | 36.0M | ▼−2.6% Reduced · −954K sh | Q1 2026 | |
| 2 | DODGE & COX | $2.2B | 31.3M | ▲+0.3% Added · +101K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.1B | 28.9M | ▲New +28.9M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $1.5B | 20.5M | ▲+2.4% Added · +489K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 19.2M | ▲New +19.2M sh | Q1 2026 | |
| 6 | HARRIS ASSOCIATES L P | $1.1B | 15.6M | ▼−1.6% Reduced · −260K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $879.3M | 12.4M | ▲+2.4% Added · +287K sh | Q1 2026 | |
| 8 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $845.9M | 11.9M | ▲+83% Added · +5.4M sh | Q1 2026 | |
| 9 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $709.5M | 10.0M | ▲+10% Added · +935K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $616.5M | 9.0M | ▲+50% Added · +3.0M sh | Q1 2026 | |
| 11 | NORGES BANK | $596.0M | 7.3M | ▲+15% Added · +947K sh | Q4 2025 | |
| 12 | MORGAN STANLEY | $472.7M | 6.6M | ▼−3.6% Reduced · −247K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $384.2M | 5.4M | ▲+2.0% Added · +106K sh | Q1 2026 | |
| 14 | Boston Partners | $362.8M | 5.1M | ▲+9.4% Added · +438K sh | Q1 2026 | |
| 15 | CANADA PENSION PLAN INVESTMENT BOARD | $354.4M | 5.0M | ▲+1.6% Added · +78K sh | Q1 2026 | |
| 16 | VAN ECK ASSOCIATES CORP | Withheld | 4.3M | ▼−2.0% Reduced · −87K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $294.2M | 4.1M | ▼−6.0% Reduced · −266K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $288.4M | 4.1M | ▼−1.1% Reduced · −47K sh | Q1 2026 | |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $238.6M | 3.4M | ▼−3.0% Reduced · −102K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $232.5M | 3.3M | ▼−3.3% Reduced · −113K sh | Q1 2026 | |
| 21 | Temasek Holdings (Private) Ltd | $232.1M | 3.3M | ▲+147% Added · +1.9M sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $224.7M | 3.2M | ▲+6.8% Added · +201K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | $205.9M | 2.9M | ▲+1.3% Added · +37K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $200.7M | 2.8M | ▼−2.7% Reduced · −78K sh | Q1 2026 | |
| 25 | UBS Group AG | $199.7M | 2.8M | ▼−1.5% Reduced · −42K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 22, 2026 | Lobo Kevin | Director | Buy (P) | 10K | $642K |
| May 15, 2026 | Rackliffe Philip | CEO, AIS | Grant (A) | 16K | $0 |
| May 15, 2026 | Bankes Jeannette | CEO, Patient Care Solutions | Tax withholding (F) | 6K | $347K |
| May 12, 2026 | Hochman Rodney F | Director | Buy (P) | 2K | $100K |
| May 8, 2026 | Yang Watkin Phoebe L. | Director | Buy (P) | 1K | $63K |
| May 7, 2026 | CULP H LAWRENCE JR | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | CULP H LAWRENCE JR | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | LESJAK CATHERINE A | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | Stromberg William J | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | Hochman Rodney F | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | Hochman Rodney F | Director | Grant (A) | 3K | $0 |
| May 7, 2026 | Lobo Kevin | Director | Grant (A) | 4K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 357 funds | $300.8B |
| AMAZON.COM INCAMZN | 355 funds | $228.9B |
| ALPHABET INC-CL AGOOGL | 355 funds | $193.8B |
| META PLATFORMS INC-CLASS AMETA | 355 funds | $124.7B |
| APPLE INCAAPL | 351 funds | $318.4B |
| NVIDIA CORPNVDA | 350 funds | $406.5B |
| ALPHABET INC-CL CGOOG | 350 funds | $137.9B |
| VISA INC-CLASS A SHARESV | 349 funds | $64.3B |
| ELI LILLY & COLLY | 348 funds | $81.6B |
| JPMORGAN CHASE & COJPM | 348 funds | $76.2B |
| MASTERCARD INC - AMA | 344 funds | $59.6B |
| JOHNSON & JOHNSONJNJ | 344 funds | $56.9B |
Ranked by how many of GEHC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GEHC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.