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 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

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return