Trian Fund Management GEHC trades
Nelson Peltz
Nelson Peltz GE HealthCare Technologies Inc stake
total: 34
Trades details
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 3
- Reduced:
- 1
- Held since:
- 2023 Q1
- Held for:
- 14 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Nelson Peltz holds 3,085,344 GE HealthCare Technologies Inc (GEHC) shares with a market value of roughly $197.49M accounting for 4.67% of the overall portfolio. To date, the estimated cost basis is nearly $69.48 for "buy" trades and estimated average "sell" price is $93.85. Trian Fund Management first purchased GEHC in 2023 Q1, initially acquiring about 1.34M shares. Since the initial investment in GE HealthCare Technologies Inc (GEHC), Trian Fund Management has made 4 more transactions.
When did Nelson Peltz buy GE HealthCare Technologies Inc (GEHC)?
Nelson Peltz first invested in GE HealthCare Technologies Inc (GEHC) in 2023 Q1 at the reported quarter-end price of $82.03 per share.
What's the cost basis of Trian Fund Management's GEHC stake?
The estimated cost basis for GE HealthCare Technologies Inc (GEHC) stake is around $69.48 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $69.48
- Weighted AVG sell price:
- $93.85
Nelson Peltz's historical trades in GE HealthCare Technologies Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
4.67%
|
3,085,344
|
$64.01
|
$197,492,869
|
+76,194.36% (+3,081,300)
|
+4.66%
|
|
2025 Q4
|
0.01%
|
4,044
|
$82.02
|
$331,689
|
+0.37% (+15)
|
+0%
|
|
2024 Q3
|
0.01%
|
4,029
|
$93.85
|
$378,122
|
-99.70% (-1,338,804)
|
-3.06%
|
|
2023 Q4
|
1.48%
|
1,342,833
|
$77.32
|
$103,827,848
|
+0.00% (+3)
|
+0%
|
|
2023 Q1
|
2.94%
|
1,342,830
|
$82.03
|
$110,152,345
|
new
|
+2.94%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.