GWS
SRE icon

Greykasell Wealth Strategies’s Sempra SRE Stock Holding History

Greykasell Wealth Strategies’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 		$19.8K Hold
214
– – 0.01% 315
2026
Q1 		$20.8K Buy
214
+42
+24% +$3.84K 0.01% 328
2025
Q4 		$15.2K Hold
172
– – 0.01% 332
2025
Q3 		$15.5K Hold
172
– – 0.01% 280
2025
Q2 		$13K Hold
172
– – 0.01% 238
2025
Q1 		$12.3K Buy
+172
New +$13.4K 0.01% 250

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 $3.38T AUM 44.17% 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

Greykasell Wealth Strategies's SRE Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Sempra (SRE) position steady in Q2 2026 at 214 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #315.

Greykasell Wealth Strategies first reported a position in SRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.8K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Greykasell Wealth Strategies held 214 shares of Sempra worth $19.8K as of Q2 2026.
  • Greykasell Wealth Strategies left its Sempra share count unchanged in Q2 2026.
  • Sempra made up 0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #315 holding.
  • Greykasell Wealth Strategies first reported a position in Sempra in Q1 2025 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Sempra position peaked at $20.8K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.