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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
Q2 		$20.4K Hold
220
– – 0.01% 495
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 $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

Gen-Wealth Partners's SRE Position: Q2 2026 in Review

Gen-Wealth Partners held its Sempra (SRE) position steady in Q2 2026 at 220 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #495.

Gen-Wealth Partners first reported a position in SRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $102K in Q2 2024. 1,285 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Gen-Wealth Partners held 220 shares of Sempra worth $20.4K as of Q2 2026.
  • Gen-Wealth Partners left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #495 holding.
  • Gen-Wealth Partners first reported a position in Sempra in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Sempra position peaked at $102K in Q2 2024.
  • 1,285 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.