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

Activest 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
Q2 		$75.5K Sell
4,490
-243
-5% -$4.09K 0.01% 217
2026
Q1 		$83.2K Buy
4,733
+98
+2% +$1.67K 0.01% 250
2025
Q4 		$74.5K Buy
4,635
+4,373
+1,669% +$69.8K 0.01% 255
2025
Q3 		$3.95K Buy
+262
New +$3.82K ﹤0.01% 686
2025
Q2 		– Sell
-430
Closed -$6.99K – 1151
2025
Q1 		$7.39K Buy
430
+413
+2,429% +$6.85K ﹤0.01% 451
2024
Q4 		$343 Buy
+17
New +$346 ﹤0.01% 577

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Activest Wealth Management's PCG Position: Q2 2026 in Review

Activest Wealth Management reduced its PG&E (PCG) stake by 5.1% in Q2 2026, selling an estimated $4.09K and leaving 4,490 shares worth $75.5K. The position accounts for 0.01% of the portfolio, ranked #217.

Activest Wealth Management first reported a position in PCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $83.2K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Activest Wealth Management held 4,490 shares of PG&E worth $75.5K as of Q2 2026.
  • Activest Wealth Management sold 243 PG&E shares in Q2 2026, an estimated $4.09K.
  • PG&E made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Activest Wealth Management first reported a position in PG&E in Q4 2024 and has held it in 6 quarters since.
  • Activest Wealth Management's PG&E position peaked at $83.2K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.