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OneAscent Family Office’s GE Vernova GEV Stock Holding History

OneAscent Family Office’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
2026
Q1 		$330K Sell
378
-44
-10% -$34.3K 0.23% 105
2025
Q4 		$276K Buy
422
+39
+10% +$23.8K 0.19% 122
2025
Q3 		$236K Sell
383
-24
-6% -$14.5K 0.19% 131
2025
Q2 		$215K Buy
+407
New +$169K 0.2% 128

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneAscent Family Office's GEV Position: Q1 2026 in Review

OneAscent Family Office reduced its GE Vernova (GEV) stake by 10% in Q1 2026, selling an estimated $34.3K and leaving 378 shares worth $330K. The position accounts for 0.23% of the portfolio, ranked #105.

OneAscent Family Office first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,119 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • OneAscent Family Office held 378 shares of GE Vernova worth $330K as of Q1 2026.
  • OneAscent Family Office sold 44 GE Vernova shares in Q1 2026, an estimated $34.3K.
  • GE Vernova made up 0.23% of OneAscent Family Office's portfolio in Q1 2026, its #105 holding.
  • OneAscent Family Office first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • 3,119 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.