Gerber Kawasaki Wealth & Investment Management’s Sempra SRE Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2025 Q2	–	Sell	-3,840	Closed	-$274K	–	326
2025 Q1	$274K	Buy	3,840 +28	+0.7%	+$2.18K	0.01%	257
2024 Q4	$334K	Buy	3,812 +113	+3%	+$9.89K	0.01%	223
2024 Q3	$309K	Buy	3,699 +163	+5%	+$13K	0.01%	227
2024 Q2	$269K	Buy	3,536 +44	+1%	+$3.25K	0.01%	241
2024 Q1	$251K	Sell	3,492 -23	-0.7%	-$1.65K	0.01%	245
2023 Q4	$263K	Buy	+3,515	New	+$251K	0.02%	221

Other funds holding SRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SRE Position: Q2 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Sempra (SRE) in Q2 2025, closing a stake of 3,840 shares — an estimated $274K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SRE in Q4 2023 and held it in 6 quarters. The position peaked at $334K in Q4 2024. 1,122 funds tracked by Wall St. Rank hold SRE as of Q2 2025.

Gerber Kawasaki Wealth & Investment Management reported no remaining Sempra position as of Q2 2025 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 3,840 Sempra shares in Q2 2025, an estimated $274K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Sempra in Q4 2023 and held it in 6 quarters.
Gerber Kawasaki Wealth & Investment Management's Sempra position peaked at $334K in Q4 2024.
1,122 funds tracked by Wall St. Rank held Sempra as of Q2 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.