Position in SRE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,396
-$981 QoQ
Shares Held
220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,142
of 1,283 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Gen-Wealth Partners Inc holds $409,818 across 4 Utilities - Diversified names. SRE ranks #2 (5.0% of the industry book) .
All Filings in SRE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,396 | 220 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $21,377 | 220 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $25,339 | 287 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,834 | 276 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,912 | 276 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,695 | 276 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $34,912 | 398 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $91,574 | 1,095 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $101,996 | 1,341 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $94,312 | 1,313 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||