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GeoWealth Management’s Oneok OKE Stock Holding History

GeoWealth Management’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Buy
2,738
+260
+10% +$22.9K 0.01% 723
2026
Q1 		$224K Buy
+2,478
New +$204K 0.01% 691
2025
Q3 		– Sell
-1,690
Closed -$138K – 1074
2025
Q2 		$138K Sell
1,690
-456
-21% -$38K 0.01% 742
2025
Q1 		$213K Sell
2,146
-1,765
-45% -$175K 0.01% 645
2024
Q4 		$393K Sell
3,911
-85
-2% -$8.7K 0.01% 534
2024
Q3 		$364K Buy
3,996
+68
+2% +$5.92K 0.01% 549
2024
Q2 		$320K Buy
3,928
+522
+15% +$41.7K 0.01% 560
2024
Q1 		$273K Buy
+3,406
New +$249K 0.01% 596

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GeoWealth Management's OKE Position: Q2 2026 in Review

GeoWealth Management increased its Oneok (OKE) stake by 10% in Q2 2026, buying an estimated $22.9K and bringing the position to 2,738 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #723.

GeoWealth Management first reported a position in OKE in Q1 2024 and has held it in 8 quarters since. The position peaked at $393K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • GeoWealth Management held 2,738 shares of Oneok worth $238K as of Q2 2026.
  • GeoWealth Management bought 260 Oneok shares in Q2 2026, an estimated $22.9K.
  • Oneok made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #723 holding.
  • GeoWealth Management first reported a position in Oneok in Q1 2024 and has held it in 8 quarters since.
  • GeoWealth Management's Oneok position peaked at $393K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.