Superior Planning, LLC’s PG&E PCG Stock Holding History

Superior Planning, LLC’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	$28.8K	Buy	+2,350	New	+$37.7K	0.01%	555

Other funds holding PCG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Superior Planning, LLC's PCG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in PG&E (PCG) in Q3 2026: 2,350 shares worth $28.8K. The stake represents 0.01% of the portfolio and ranks #555 among its holdings.

552 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

Superior Planning, LLC held 2,350 shares of PG&E worth $28.8K as of Q3 2026.
PG&E was a new Superior Planning, LLC position in Q3 2026.
PG&E made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #555 holding.
552 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.