Sempra Energy shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Sempra Energy (SRE) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Sempra Energy
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Quarterly reported holdings in Sempra Energy by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 54k | 89.98 |
| 2025-06-30 | $4.1M | 54k | 75.77 |
| 2025-03-31 | $3.9M | 55k | 71.36 |
| 2024-12-31 | $2.6M | 30k | 87.72 |
| 2024-09-30 | $341k | 4.1k | 83.63 |
| 2024-06-30 | $45k | 587 | 76.06 |
| 2024-03-31 | $17k | 237 | 71.83 |
| 2023-12-31 | $19k | 255 | 74.73 |
| 2023-09-30 | $27k | 398 | 68.03 |
| 2023-06-30 | $26k | 181 | 145.59 |
| 2023-03-31 | $27k | 181 | 151.16 |
| 2022-12-31 | $36k | 231 | 154.54 |
| 2022-09-30 | $19k | 131 | 145.04 |
| 2022-06-30 | $67k | 441 | 151.93 |
| 2022-03-31 | $75k | 451 | 166.30 |
| 2021-12-31 | $60k | 456 | 131.58 |
| 2021-09-30 | $183k | 1.5k | 125.51 |
| 2021-06-30 | $196k | 1.5k | 134.43 |
| 2021-03-31 | $308k | 2.2k | 137.56 |
| 2020-12-31 | $192k | 2.2k | 85.91 |
| 2020-09-30 | $171k | 1.5k | 117.28 |
| 2020-06-30 | $168k | 1.5k | 112.60 |
| 2020-03-31 | $196k | 1.6k | 120.84 |
| 2019-12-31 | $250k | 1.7k | 150.42 |
| 2019-09-30 | $267k | 1.8k | 144.40 |
| 2019-06-30 | $1.3M | 9.4k | 137.37 |
| 2019-03-31 | $1.2M | 9.7k | 125.79 |
| 2018-12-31 | $1.1M | 10k | 107.24 |
| 2018-09-30 | $1.1M | 10k | 113.67 |
| 2018-06-30 | $1.1M | 9.5k | 116.03 |
| 2018-03-31 | $1.1M | 10k | 111.19 |
| 2017-12-31 | $944k | 8.8k | 106.90 |
| 2017-09-30 | $325k | 2.9k | 114.04 |
| 2017-06-30 | $321k | 2.9k | 112.63 |
| 2017-03-31 | $204k | 1.9k | 110.27 |
| 2016-12-31 | $270k | 2.7k | 100.52 |
| 2016-09-30 | $173k | 1.6k | 106.99 |
| 2016-06-30 | $226k | 2.0k | 113.06 |
| 2016-03-31 | $217k | 2.1k | 105.65 |