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BCGM Wealth Management’s Sempra SRE Stock Holding History

BCGM Wealth Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Buy
2,288
+41
+2% +$3.81K 0.04% 178
2026
Q1 		$218K Buy
+2,247
New +$206K 0.05% 171
2025
Q4 		– Sell
-2,245
Closed -$202K – 180
2025
Q3 		$202K Buy
+2,245
New +$182K 0.05% 171

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BCGM Wealth Management's SRE Position: Q2 2026 in Review

BCGM Wealth Management increased its Sempra (SRE) stake by 1.8% in Q2 2026, buying an estimated $3.81K and bringing the position to 2,288 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #178.

BCGM Wealth Management first reported a position in SRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $218K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • BCGM Wealth Management held 2,288 shares of Sempra worth $212K as of Q2 2026.
  • BCGM Wealth Management bought 41 Sempra shares in Q2 2026, an estimated $3.81K.
  • Sempra made up 0.04% of BCGM Wealth Management's portfolio in Q2 2026, its #178 holding.
  • BCGM Wealth Management first reported a position in Sempra in Q3 2025 and has held it in 3 quarters since.
  • BCGM Wealth Management's Sempra position peaked at $218K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.