Rise Advisors’s ONE Gas OGS Stock Holding History

Rise Advisors’s Portfolio OGS Stock Details OGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-231	Closed	-$18.7K	–	1020
2025 Q3	$18.7K	Hold	231	–	–	0.01%	618
2025 Q2	$16.6K	Hold	231	–	–	0.01%	651
2025 Q1	$17.5K	Buy	+231	New	+$16.7K	0.01%	590

Other funds holding OGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Rise Advisors's OGS Position: Q4 2025 in Review

Rise Advisors sold out of ONE Gas (OGS) in Q4 2025, closing a stake of 231 shares — an estimated $18.7K sold.

Rise Advisors first reported a position in OGS in Q1 2025 and held it in 3 quarters. The position peaked at $18.7K in Q3 2025. 403 funds tracked by Wall St. Rank hold OGS as of Q4 2025.

Rise Advisors reported no remaining ONE Gas position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 231 ONE Gas shares in Q4 2025, an estimated $18.7K.
Rise Advisors first reported a position in ONE Gas in Q1 2025 and held it in 3 quarters.
Rise Advisors's ONE Gas position peaked at $18.7K in Q3 2025.
403 funds tracked by Wall St. Rank held ONE Gas as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.