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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
Q2 		$1.04M Sell
886
-278
-24% -$284K 0.05% 104
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Oxford Financial Group's GEV Position: Q2 2026 in Review

Oxford Financial Group reduced its GE Vernova (GEV) stake by 24% in Q2 2026, selling an estimated $284K and leaving 886 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #104.

Oxford Financial Group first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q3 2025. 3,451 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Oxford Financial Group held 886 shares of GE Vernova worth $1.04M as of Q2 2026.
  • Oxford Financial Group sold 278 GE Vernova shares in Q2 2026, an estimated $284K.
  • GE Vernova made up 0.05% of Oxford Financial Group's portfolio in Q2 2026, its #104 holding.
  • Oxford Financial Group first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Oxford Financial Group's GE Vernova position peaked at $1.69M in Q3 2025.
  • 3,451 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.