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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

True Wealth Design's POR Position: Q2 2026 in Review

True Wealth Design increased its Portland General Electric (POR) stake by 461% in Q2 2026, buying an estimated $16.1K and bringing the position to 387 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

True Wealth Design first reported a position in POR in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.8K in Q4 2024. 504 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • True Wealth Design held 387 shares of Portland General Electric worth $20.1K as of Q2 2026.
  • True Wealth Design bought 318 Portland General Electric shares in Q2 2026, an estimated $16.1K.
  • Portland General Electric made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #806 holding.
  • True Wealth Design first reported a position in Portland General Electric in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Portland General Electric position peaked at $26.8K in Q4 2024.
  • 504 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.