Triad Wealth Partners
SRE icon

Triad Wealth Partners’s Sempra SRE Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-3,019
Closed -$265K – 595
2026
Q2 		$265K Buy
3,019
+319
+12% +$29.7K 0.02% 473
2026
Q1 		$262K Buy
2,700
+326
+14% +$29.8K 0.02% 420
2025
Q4 		$210K Buy
+2,374
New +$216K 0.02% 448
2025
Q1 		– Sell
-2,295
Closed -$201K – 222
2024
Q4 		$201K Buy
+2,295
New +$201K 0.07% 172
2024
Q3 		– Sell
-1,688
Closed -$128K – 792
2024
Q2 		$128K Buy
+1,688
New +$125K 0.07% 130

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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Triad Wealth Partners's SRE Position: Q3 2026 in Review

Triad Wealth Partners sold out of Sempra (SRE) in Q3 2026, closing a stake of 3,019 shares — an estimated $265K sold.

Triad Wealth Partners first reported a position in SRE in Q2 2024 and held it in 5 quarters. The position peaked at $265K in Q2 2026. 1,001 funds tracked by Wall St. Rank hold SRE as of Q3 2026.

  • Triad Wealth Partners reported no remaining Sempra position as of Q3 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 3,019 Sempra shares in Q3 2026, an estimated $265K.
  • Triad Wealth Partners first reported a position in Sempra in Q2 2024 and held it in 5 quarters.
  • Triad Wealth Partners's Sempra position peaked at $265K in Q2 2026.
  • 1,001 funds tracked by Wall St. Rank held Sempra as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.