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Global Wealth Strategies & Associates’s Sempra SRE Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-52
Closed -$5.05K – 414
2026
Q1 		$5.05K Hold
52
– – ﹤0.01% 360
2025
Q4 		$4.56K Buy
52
+1
+2% +$91 ﹤0.01% 369
2025
Q3 		$4.61K Hold
51
– – ﹤0.01% 346
2025
Q2 		$3.85K Buy
51
+1
+2% +$74 ﹤0.01% 274
2025
Q1 		$3.6K Hold
50
– – ﹤0.01% 349
2024
Q4 		$4.39K Hold
50
– – ﹤0.01% 273
2024
Q3 		$4.18K Hold
50
– – ﹤0.01% 251
2024
Q2 		$3.8K Hold
50
– – ﹤0.01% 234
2024
Q1 		$3.59K Hold
50
– – ﹤0.01% 242
2023
Q4 		$3.74K Hold
50
– – ﹤0.01% 218
2023
Q3 		$3.4K Hold
50
– – ﹤0.01% 230
2023
Q2 		$3.64K Hold
50
– – ﹤0.01% 222
2023
Q1 		$3.78K Hold
50
– – ﹤0.01% 226
2022
Q4 		$3.86K Buy
+50
New +$3.87K ﹤0.01% 229

Other funds holding SRE

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Global Wealth Strategies & Associates's SRE Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Sempra (SRE) in Q2 2026, closing a stake of 52 shares — an estimated $5.05K sold.

Global Wealth Strategies & Associates first reported a position in SRE in Q4 2022 and held it in 14 quarters. The position peaked at $5.05K in Q1 2026. 189 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Sempra position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 52 Sempra shares in Q2 2026, an estimated $5.05K.
  • Global Wealth Strategies & Associates first reported a position in Sempra in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Sempra position peaked at $5.05K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.