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Oxford Financial Group’s GE Vernova GEV Stock Holding History

Oxford Financial Group’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 		$1.02M Buy
1,164
+49
+4% +$38.2K 0.05% 100
2025
Q4 		$729K Sell
1,115
-1,638
-59% -$998K 0.04% 112
2025
Q3 		$1.69M Buy
2,753
+88
+3% +$53.3K 0.1% 66
2025
Q2 		$1.41M Buy
2,665
+171
+7% +$71.2K 0.08% 63
2025
Q1 		$761K Sell
2,494
-785
-24% -$274K 0.05% 98
2024
Q4 		$1.08M Buy
3,279
+766
+30% +$239K 0.07% 89
2024
Q3 		$641K Sell
2,513
-57
-2% -$10.9K 0.04% 116
2024
Q2 		$441K Buy
+2,570
New +$407K 0.03% 165

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

Oxford Financial Group's GEV Position: Q1 2026 in Review

Oxford Financial Group increased its GE Vernova (GEV) stake by 4.4% in Q1 2026, buying an estimated $38.2K and bringing the position to 1,164 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #100.

Oxford Financial Group first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q3 2025. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Oxford Financial Group held 1,164 shares of GE Vernova worth $1.02M as of Q1 2026.
  • Oxford Financial Group bought 49 GE Vernova shares in Q1 2026, an estimated $38.2K.
  • GE Vernova made up 0.05% of Oxford Financial Group's portfolio in Q1 2026, its #100 holding.
  • Oxford Financial Group first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • Oxford Financial Group's GE Vernova position peaked at $1.69M in Q3 2025.
  • 3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.