True Wealth Design
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True Wealth Design’s Portland General Electric POR Stock Holding History

True Wealth Design’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 		$6.03K Sell
135
-252
-65% -$12.5K ﹤0.01% 1273
2026
Q2 		$20.1K Buy
387
+318
+461% +$16.1K ﹤0.01% 806
2026
Q1 		$3.64K Buy
69
+55
+393% +$2.83K ﹤0.01% 1328
2025
Q4 		$672 Sell
14
-1
-7% -$47 ﹤0.01% 1852
2025
Q3 		$660 Buy
15
+14
+1,400% +$588 ﹤0.01% 1910
2025
Q2 		$41 Hold
1
– – ﹤0.01% 2419
2025
Q1 		$45 Sell
1
-613
-100% -$26.3K ﹤0.01% 2410
2024
Q4 		$26.8K Buy
+614
New +$28.6K 0.01% 282

Other funds holding POR

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

True Wealth Design's POR Position: Q3 2026 in Review

True Wealth Design reduced its Portland General Electric (POR) stake by 65% in Q3 2026, selling an estimated $12.5K and leaving 135 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

True Wealth Design first reported a position in POR in Q4 2024 and has held it in 8 quarters since. The position peaked at $26.8K in Q4 2024. 77 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • True Wealth Design held 135 shares of Portland General Electric worth $6.03K as of Q3 2026.
  • True Wealth Design sold 252 Portland General Electric shares in Q3 2026, an estimated $12.5K.
  • Portland General Electric made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1273 holding.
  • True Wealth Design first reported a position in Portland General Electric in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Portland General Electric position peaked at $26.8K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.