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Golden State Wealth Management’s Sempra SRE Stock Holding History

Golden State Wealth 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
2026
Q2 		$325K Buy
3,509
+289
+9% +$26.9K 0.03% 340
2026
Q1 		$313K Buy
3,220
+125
+4% +$11.4K 0.03% 320
2025
Q4 		$273K Sell
3,095
-381
-11% -$34.7K 0.03% 343
2025
Q3 		$313K Buy
3,476
+1,256
+57% +$102K 0.03% 311
2025
Q2 		$168K Buy
2,220
+321
+17% +$23.8K 0.02% 386
2025
Q1 		$136K Sell
1,899
-53
-3% -$4.13K 0.02% 388
2024
Q4 		$171K Buy
+1,952
New +$171K 0.03% 347
2022
Q1 		– Sell
-6,232
Closed -$412K – 357
2021
Q4 		$412K Buy
+6,232
New +$395K 0.07% 241
2021
Q1 		– Sell
-6,688
Closed -$426K – 236
2020
Q4 		$426K Buy
6,688
+2,168
+48% +$139K 0.12% 140
2020
Q3 		$267K Sell
4,520
-158
-3% -$9.73K 0.09% 157
2020
Q2 		$274K Buy
4,678
+162
+4% +$9.95K 0.09% 146
2020
Q1 		$255K Buy
+4,516
New +$320K 0.11% 125
2019
Q4 		– Sell
-6,674
Closed -$493K – 812
2019
Q3 		$493K Buy
6,674
+1,016
+18% +$71.1K 0.16% 110
2019
Q2 		$388K Buy
5,658
+110
+2% +$7.22K 0.12% 145
2019
Q1 		$349K Buy
+5,548
New +$327K 0.12% 153

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

Golden State Wealth Management's SRE Position: Q2 2026 in Review

Golden State Wealth Management increased its Sempra (SRE) stake by 9% in Q2 2026, buying an estimated $26.9K and bringing the position to 3,509 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #340.

Golden State Wealth Management first reported a position in SRE in Q1 2019 and has held it in 15 quarters since. The position peaked at $493K in Q3 2019. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Golden State Wealth Management held 3,509 shares of Sempra worth $325K as of Q2 2026.
  • Golden State Wealth Management bought 289 Sempra shares in Q2 2026, an estimated $26.9K.
  • Sempra made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Golden State Wealth Management first reported a position in Sempra in Q1 2019 and has held it in 15 quarters since.
  • Golden State Wealth Management's Sempra position peaked at $493K in Q3 2019.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.