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Rise Advisors’s Portland General Electric POR Stock Holding History

Rise Advisors’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-366
Closed -$16.1K – 1092
2025
Q3 		$16.1K Buy
366
+5
+1% +$210 0.01% 706
2025
Q2 		$14.7K Buy
361
+4
+1% +$168 0.01% 741
2025
Q1 		$15.9K Sell
357
-229
-39% -$9.82K 0.01% 647
2024
Q4 		$25.6K Sell
586
-24
-4% -$1.12K 0.01% 488
2024
Q3 		$29.2K Buy
610
+36
+6% +$1.69K 0.01% 431
2024
Q2 		$24.8K Buy
574
+7
+1% +$302 0.01% 482
2024
Q1 		$23.8K Buy
+567
New +$23.4K 0.01% 524
2023
Q2 		– Sell
-8
Closed -$391 – 772
2023
Q1 		$391 Buy
+8
New +$382 ﹤0.01% 750

Other funds holding POR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return