Spire Wealth Management’s Portland General Electric POR Stock Holding History

Spire Wealth Management’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
2026 Q3	$1.16K	Hold	26	–	–	﹤0.01%	2082
2026 Q2	$1.35K	Hold	26	–	–	﹤0.01%	2086
2026 Q1	$1.37K	Sell	26 -2	-7%	-$103	﹤0.01%	2095
2025 Q4	$1.34K	Buy	28 +2	+8%	+$94	﹤0.01%	2155
2025 Q3	$1.14K	Buy	26 +4	+18%	+$168	﹤0.01%	2252
2025 Q2	$894	Hold	22	–	–	﹤0.01%	2301
2025 Q1	$981	Buy	+22	New	+$943	﹤0.01%	2394
2024 Q1	–	Sell	-16	Closed	-$648	–	2379
2023 Q4	$648	Buy	+16	New	+$664	﹤0.01%	2329
2023 Q2	–	Sell	-29	Closed	-$1.42K	–	2502
2023 Q1	$1.42K	Sell	29 -20	-41%	-$955	﹤0.01%	2332
2022 Q4	$2K	Buy	+49	New	+$2.27K	﹤0.01%	2089

Other funds holding POR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Spire Wealth Management's POR Position: Q3 2026 in Review

Spire Wealth Management held its Portland General Electric (POR) position steady in Q3 2026 at 26 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Spire Wealth Management first reported a position in POR in Q4 2022 and has held it in 10 quarters since. The position peaked at $2K in Q4 2022. 267 funds tracked by Wall St. Rank hold POR as of Q3 2026.

Spire Wealth Management held 26 shares of Portland General Electric worth $1.16K as of Q3 2026.
Spire Wealth Management left its Portland General Electric share count unchanged in Q3 2026.
Portland General Electric made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2082 holding.
Spire Wealth Management first reported a position in Portland General Electric in Q4 2022 and has held it in 10 quarters since.
Spire Wealth Management's Portland General Electric position peaked at $2K in Q4 2022.
267 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.