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

44 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 Q1	–	Sell	-30,411	Closed	-$489K	–	198
2025 Q4	$489K	Sell	30,411 -433	-1%	-$6.92K	0.16%	146
2025 Q3	$465K	Sell	30,844 -23,021	-43%	-$336K	0.16%	145
2025 Q2	$751K	Sell	53,865 -343	-0.6%	-$5.58K	0.27%	115
2025 Q1	$931K	Buy	54,208 +12,596	+30%	+$209K	0.35%	97
2024 Q4	$840K	Sell	41,612 -2,552	-6%	-$51.9K	0.32%	93
2024 Q3	$909K	Buy	+44,164	New	+$826K	0.32%	101
2023 Q2	$223K	Sell	12,884 -156	-1%	-$2.64K	0.08%	158
2023 Q1	$211K	Buy	+13,040	New	+$206K	0.07%	171

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

44 Wealth Management's PCG Position: Q1 2026 in Review

44 Wealth Management sold out of PG&E (PCG) in Q1 2026, closing a stake of 30,411 shares — an estimated $489K sold.

44 Wealth Management first reported a position in PCG in Q1 2023 and held it in 8 quarters. The position peaked at $931K in Q1 2025. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

44 Wealth Management reported no remaining PG&E position as of Q1 2026 after selling out during the quarter.
44 Wealth Management sold 30,411 PG&E shares in Q1 2026, an estimated $489K.
44 Wealth Management first reported a position in PG&E in Q1 2023 and held it in 8 quarters.
44 Wealth Management's PG&E position peaked at $931K in Q1 2025.
909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.