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Gen-Wealth Partners’s Sempra SRE Stock Holding History

Gen-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
Q1 		$21.4K Sell
220
-67
-23% -$6.13K 0.01% 475
2025
Q4 		$25.3K Buy
287
+11
+4% +$1K 0.01% 455
2025
Q3 		$24.8K Hold
276
– – 0.01% 445
2025
Q2 		$20.9K Hold
276
– – 0.01% 415
2025
Q1 		$19.7K Sell
276
-122
-31% -$9.51K 0.01% 404
2024
Q4 		$34.9K Sell
398
-697
-64% -$61K 0.02% 389
2024
Q3 		$91.5K Sell
1,095
-246
-18% -$19.7K 0.04% 295
2024
Q2 		$102K Buy
1,341
+28
+2% +$2.07K 0.05% 280
2024
Q1 		$94.3K Buy
+1,313
New +$94.1K 0.05% 306

Other funds holding SRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gen-Wealth Partners's SRE Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Sempra (SRE) stake by 23% in Q1 2026, selling an estimated $6.13K and leaving 220 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #475.

Gen-Wealth Partners first reported a position in SRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $102K in Q2 2024. 1,264 funds tracked by Wall St. Rank hold SRE as of Q1 2026.

  • Gen-Wealth Partners held 220 shares of Sempra worth $21.4K as of Q1 2026.
  • Gen-Wealth Partners sold 67 Sempra shares in Q1 2026, an estimated $6.13K.
  • Sempra made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #475 holding.
  • Gen-Wealth Partners first reported a position in Sempra in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Sempra position peaked at $102K in Q2 2024.
  • 1,264 funds tracked by Wall St. Rank held Sempra as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.