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Oak Hill Wealth Advisors’s GE Vernova GEV Stock Holding History

Oak Hill Wealth Advisors’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$340K Sell
553
-6
-1% -$3.63K 0.06% 119
2025
Q2 		$296K Buy
+559
New +$233K 0.06% 125

Other funds holding GEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Hill Wealth Advisors's GEV Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its GE Vernova (GEV) stake by 1.1% in Q3 2025, selling an estimated $3.63K and leaving 553 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #119.

Oak Hill Wealth Advisors first reported a position in GEV in Q2 2025 and has held it in 2 quarters since. 2,544 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • Oak Hill Wealth Advisors held 553 shares of GE Vernova worth $340K as of Q3 2025.
  • Oak Hill Wealth Advisors sold 6 GE Vernova shares in Q3 2025, an estimated $3.63K.
  • GE Vernova made up 0.06% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #119 holding.
  • Oak Hill Wealth Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 2 quarters since.
  • 2,544 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.