LJI Wealth Management’s Sempra SRE Stock Holding History

LJI 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	$352K	Hold	3,798	–	–	0.05%	140
2026 Q1	$369K	Hold	3,798	–	–	0.06%	132
2025 Q4	$335K	Hold	3,798	–	–	0.05%	142
2025 Q3	$342K	Hold	3,798	–	–	0.06%	122
2025 Q2	$288K	Sell	3,798 -10	-0.3%	-$742	0.05%	147
2025 Q1	$272K	Buy	3,808 +10	+0.3%	+$779	0.05%	142
2024 Q4	$333K	Hold	3,798	–	–	0.07%	123
2024 Q3	$318K	Hold	3,798	–	–	0.06%	143
2024 Q2	$289K	Sell	3,798 -18	-0.5%	-$1.33K	0.06%	147
2024 Q1	$274K	Buy	3,816 +18	+0.5%	+$1.29K	0.07%	121
2023 Q4	$284K	Hold	3,798	–	–	0.07%	137
2023 Q3	$258K	Hold	3,798	–	–	0.07%	136
2023 Q2	$276K	Hold	3,798	–	–	0.08%	127
2023 Q1	$287K	Hold	3,798	–	–	0.09%	117
2022 Q4	$293K	Buy	+3,798	New	+$294K	0.1%	101

Other funds holding SRE

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LJI Wealth Management's SRE Position: Q2 2026 in Review

LJI Wealth Management held its Sempra (SRE) position steady in Q2 2026 at 3,798 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #140.

LJI Wealth Management first reported a position in SRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $369K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

LJI Wealth Management held 3,798 shares of Sempra worth $352K as of Q2 2026.
LJI Wealth Management left its Sempra share count unchanged in Q2 2026.
Sempra made up 0.05% of LJI Wealth Management's portfolio in Q2 2026, its #140 holding.
LJI Wealth Management first reported a position in Sempra in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's Sempra position peaked at $369K in Q1 2026.
1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.