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West Oak Capital’s GE Vernova GEV Stock Holding History

West Oak Capital’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 		$10.5K Hold
17
– – ﹤0.01% 219
2025
Q2 		$9K Hold
17
– – ﹤0.01% 249
2025
Q1 		$5.2K Hold
17
– – ﹤0.01% 258
2024
Q4 		$5.6K Hold
17
– – ﹤0.01% 256
2024
Q3 		$4.3K Hold
17
– – ﹤0.01% 264
2024
Q2 		$2.92K Buy
+17
New +$2.69K ﹤0.01% 287

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Oak Capital's GEV Position: Q3 2025 in Review

West Oak Capital held its GE Vernova (GEV) position steady in Q3 2025 at 17 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

West Oak Capital first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. 2,548 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • West Oak Capital held 17 shares of GE Vernova worth $10.5K as of Q3 2025.
  • West Oak Capital left its GE Vernova share count unchanged in Q3 2025.
  • GE Vernova made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #219 holding.
  • West Oak Capital first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • 2,548 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.