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GeoWealth Management’s Portland General Electric POR Stock Holding History

GeoWealth 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
Q1 		– Sell
-1,747
Closed -$76.2K – 1614
2024
Q4 		$76.2K Sell
1,747
-9
-0.5% -$419 ﹤0.01% 1040
2024
Q3 		$84.1K Buy
+1,756
New +$82.2K ﹤0.01% 933

Other funds holding POR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's POR Position: Q1 2025 in Review

GeoWealth Management sold out of Portland General Electric (POR) in Q1 2025, closing a stake of 1,747 shares — an estimated $76.2K sold.

GeoWealth Management first reported a position in POR in Q3 2024 and held it in 2 quarters. The position peaked at $84.1K in Q3 2024. 450 funds tracked by Wall St. Rank hold POR as of Q1 2025.

  • GeoWealth Management reported no remaining Portland General Electric position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,747 Portland General Electric shares in Q1 2025, an estimated $76.2K.
  • GeoWealth Management first reported a position in Portland General Electric in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Portland General Electric position peaked at $84.1K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Portland General Electric as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.