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1900 Wealth Management’s PG&E PCG Stock Holding History

1900 Wealth Management’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$157K Sell
12,818
-4,687
-27% -$75.1K 0.01% 391
2026
Q2 		$294K Buy
17,505
+7,182
+70% +$121K 0.02% 255
2026
Q1 		$181K Buy
+10,323
New +$176K 0.01% 251

Other funds holding PCG

ML
MILFAM LLC Stuart, Florida $145M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

1900 Wealth Management's PCG Position: Q3 2026 in Review

1900 Wealth Management reduced its PG&E (PCG) stake by 27% in Q3 2026, selling an estimated $75.1K and leaving 12,818 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #391.

1900 Wealth Management first reported a position in PCG in Q1 2026 and has held it in 3 quarters since. The position peaked at $294K in Q2 2026. 59 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • 1900 Wealth Management held 12,818 shares of PG&E worth $157K as of Q3 2026.
  • 1900 Wealth Management sold 4,687 PG&E shares in Q3 2026, an estimated $75.1K.
  • PG&E made up 0.01% of 1900 Wealth Management's portfolio in Q3 2026, its #391 holding.
  • 1900 Wealth Management first reported a position in PG&E in Q1 2026 and has held it in 3 quarters since.
  • 1900 Wealth Management's PG&E position peaked at $294K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.