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Elevation Wealth Partners’s Sempra SRE Stock Holding History

Elevation Wealth Partners’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
Q3 		$3.35K Sell
43
-49
-53% -$4.24K ﹤0.01% 1170
2026
Q2 		$8.53K Buy
92
+3
+3% +$279 ﹤0.01% 859
2026
Q1 		$8.65K Hold
89
– – ﹤0.01% 552
2025
Q4 		$7.86K Buy
89
+72
+424% +$6.56K ﹤0.01% 531
2025
Q3 		$1.53K Buy
+17
New +$1.38K ﹤0.01% 690

Other funds holding SRE

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Elevation Wealth Partners's SRE Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Sempra (SRE) stake by 53% in Q3 2026, selling an estimated $4.24K and leaving 43 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Elevation Wealth Partners first reported a position in SRE in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.65K in Q1 2026. 43 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Elevation Wealth Partners held 43 shares of Sempra worth $3.35K as of Q3 2026.
  • Elevation Wealth Partners sold 49 Sempra shares in Q3 2026, an estimated $4.24K.
  • Sempra made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1170 holding.
  • Elevation Wealth Partners first reported a position in Sempra in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Sempra position peaked at $8.65K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.