GEHC
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.4 | P/B | 3.60 |
| EPS (TTM) | 4.55 | Dividend | 0.20% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 36.0M | 0.0% | −3% |
| Dodge & Cox | 31.3M | 1.2% | +0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 28.9M | n/a | n/a |
| Capital Research Global Investors | 21.1M | 0.2% | −17% |
| State Street | 20.5M | 0.1% | +2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.2M | n/a | n/a |
Top institutional owners for GEHC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| MAY 26 | Lobo Kevin | BUY | 10K | +$642K |
| MAY 13 | Hochman Rodney F | BUY | 2K | +$100K |
| MAY 11 | Yang Watkin Phoebe L. | BUY | 1K | +$63K |
| MAY 07 | Stromberg William J | BUY | 1K | +$62K |
| MAY 07 | CULP H LAWRENCE JR | BUY | 81K | +$5M |
| MAY 01 | SACCARO JAMES | BUY | 3K | +$201K |
8 insider buys, 0 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention GEHC yet.