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TritonPoint Wealth’s Sempra SRE Stock Holding History

TritonPoint Wealth’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
2025
Q4 		– Sell
-3,654
Closed -$329K – 343
2025
Q3 		$329K Sell
3,654
-2,345
-39% -$190K 0.03% 282
2025
Q2 		$458K Buy
5,999
+132
+2% +$9.8K 0.04% 229
2025
Q1 		$423K Sell
5,867
-1,137
-16% -$88.6K 0.04% 233
2024
Q4 		$615K Buy
+7,004
New +$613K 0.06% 188

Other funds holding SRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

TritonPoint Wealth's SRE Position: Q4 2025 in Review

TritonPoint Wealth sold out of Sempra (SRE) in Q4 2025, closing a stake of 3,654 shares — an estimated $329K sold.

TritonPoint Wealth first reported a position in SRE in Q4 2024 and held it in 4 quarters. The position peaked at $615K in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SRE as of Q4 2025.

  • TritonPoint Wealth reported no remaining Sempra position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 3,654 Sempra shares in Q4 2025, an estimated $329K.
  • TritonPoint Wealth first reported a position in Sempra in Q4 2024 and held it in 4 quarters.
  • TritonPoint Wealth's Sempra position peaked at $615K in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held Sempra as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.