GWM
POR icon

Geneos Wealth Management’s Portland General Electric POR Stock Holding History

Geneos Wealth Management’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-418
Closed -$17K – 3000
2025
Q2 		$17K Buy
418
+2
+0.5% +$84 ﹤0.01% 2107
2025
Q1 		$18.6K Buy
416
+163
+64% +$6.99K ﹤0.01% 1982
2024
Q4 		$11K Hold
253
– – ﹤0.01% 2014
2024
Q3 		$12.1K Buy
+253
New +$11.8K ﹤0.01% 1761
2017
Q1 		– Sell
-82
Closed -$3K – 2119
2016
Q4 		$3K Hold
82
– – ﹤0.01% 1778
2016
Q3 		$3K Buy
+82
New +$3.55K ﹤0.01% 1711

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geneos Wealth Management's POR Position: Q3 2025 in Review

Geneos Wealth Management sold out of Portland General Electric (POR) in Q3 2025, closing a stake of 418 shares — an estimated $17K sold.

Geneos Wealth Management first reported a position in POR in Q3 2016 and held it in 6 quarters. The position peaked at $18.6K in Q1 2025. 438 funds tracked by Wall St. Rank hold POR as of Q3 2025.

  • Geneos Wealth Management reported no remaining Portland General Electric position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 418 Portland General Electric shares in Q3 2025, an estimated $17K.
  • Geneos Wealth Management first reported a position in Portland General Electric in Q3 2016 and held it in 6 quarters.
  • Geneos Wealth Management's Portland General Electric position peaked at $18.6K in Q1 2025.
  • 438 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.