A detailed history of Geneos Wealth Management Inc. transactions in Sempra Energy stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,079 shares of SRE stock, worth $354,709. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,079
Previous 587 594.89%
Holding current value
$354,709
Previous $44,000 675.0%
% of portfolio
0.01%
Previous 0.0%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$74.97 - $84.04 $261,795 - $293,467
3,492 Added 594.89%
4,079 $341,000
Q2 2024

Jul 23, 2024

BUY
$66.41 - $78.4 $23,243 - $27,440
350 Added 147.68%
587 $44,000
Q1 2024

May 03, 2024

SELL
$69.24 - $76.96 $1,246 - $1,385
-18 Reduced 7.06%
237 $17,000
Q4 2023

Jan 26, 2024

SELL
$65.27 - $76.49 $9,333 - $10,938
-143 Reduced 35.93%
255 $19,000
Q3 2023

Oct 11, 2023

BUY
$67.77 - $151.95 $14,706 - $32,973
217 Added 119.89%
398 $27,000
Q1 2023

Apr 25, 2023

SELL
$139.69 - $162.03 $6,984 - $8,101
-50 Reduced 21.65%
181 $27,000
Q4 2022

Jan 30, 2023

BUY
$139.74 - $167.28 $13,974 - $16,728
100 Added 76.34%
231 $35,000
Q3 2022

Nov 14, 2022

SELL
$24.47 - $175.65 $7,585 - $54,451
-310 Reduced 70.29%
131 $19,000
Q2 2022

Jul 22, 2022

SELL
$139.49 - $172.67 $1,394 - $1,726
-10 Reduced 2.22%
441 $66,000
Q1 2022

May 16, 2022

SELL
$131.65 - $168.12 $658 - $840
-5 Reduced 1.1%
451 $75,000
Q4 2021

Feb 09, 2022

SELL
$119.66 - $132.28 $119,899 - $132,544
-1,002 Reduced 68.72%
456 $60,000
Q2 2021

Jul 08, 2021

SELL
$131.8 - $144.06 $102,935 - $112,510
-781 Reduced 34.88%
1,458 $196,000
Q1 2021

Jun 17, 2021

BUY
$115.98 - $132.58 $463 - $530
4 Added 0.18%
2,239 $308,000
Q4 2020

May 19, 2021

BUY
$119.13 - $135.96 $92,564 - $105,640
777 Added 53.29%
2,235 $192,000
Q3 2020

Sep 07, 2021

SELL
$114.5 - $134.66 $3,893 - $4,578
-34 Reduced 2.28%
1,458 $171,000
Q2 2020

Sep 07, 2021

SELL
$103.71 - $134.79 $13,482 - $17,522
-130 Reduced 8.01%
1,492 $168,000
Q1 2020

Sep 07, 2021

SELL
$88.62 - $161.13 $3,544 - $6,445
-40 Reduced 2.41%
1,622 $196,000
Q4 2019

Sep 07, 2021

SELL
$141.17 - $152.03 $26,398 - $28,429
-187 Reduced 10.11%
1,662 $250,000
Q3 2019

Sep 07, 2021

SELL
$132.12 - $147.61 $1 Million - $1.12 Million
-7,600 Reduced 80.43%
1,849 $267,000
Q2 2019

Sep 07, 2021

SELL
$125.38 - $141.04 $30,341 - $34,131
-242 Reduced 2.5%
9,449 $1.3 Million
Q1 2019

Sep 07, 2021

SELL
$106.76 - $126.07 $47,508 - $56,101
-445 Reduced 4.39%
9,691 $1.22 Million
Q4 2018

Sep 07, 2021

BUY
$107.27 - $118.49 $6,758 - $7,464
63 Added 0.63%
10,136 $1.09 Million
Q3 2018

Sep 07, 2021

BUY
$111.06 - $118.87 $67,746 - $72,510
610 Added 6.45%
10,073 $1.15 Million
Q2 2018

Sep 07, 2021

SELL
$100.71 - $117.19 $61,433 - $71,485
-610 Reduced 6.06%
9,463 $1.1 Million
Q1 2018

Sep 07, 2021

BUY
$103.36 - $113.02 $128,373 - $140,370
1,242 Added 14.06%
10,073 $1.12 Million
Q4 2017

Sep 07, 2021

BUY
$106.91 - $122.23 $639,428 - $731,057
5,981 Added 209.86%
8,831 $944,000
Q2 2017

Sep 07, 2021

BUY
N/A
1,000 Added 54.05%
2,850 $321,000
Q1 2017

Sep 07, 2021

SELL
N/A
-836 Reduced 31.12%
1,850 $204,000
Q4 2016

Sep 07, 2021

BUY
N/A
1,069 Added 66.11%
2,686 $270,000
Q3 2016

Sep 07, 2021

SELL
N/A
-382 Reduced 19.11%
1,617 $173,000
Q2 2016

Sep 07, 2021

SELL
N/A
-55 Reduced 2.68%
1,999 $226,000
Q1 2016

Sep 07, 2021

BUY
N/A
2,054
2,054 $217,000

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $27.3B
  • Description
  • Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that ...
More about SRE
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