AF
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Advisornet Financial’s PG&E PCG Stock Holding History

Advisornet Financial’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 		$10.9K Sell
620
-3
-0.5% -$51 ﹤0.01% 1521
2025
Q4 		$10K Buy
623
+26
+4% +$415 ﹤0.01% 1544
2025
Q3 		$9K Sell
597
-65
-10% -$948 ﹤0.01% 1550
2025
Q2 		$9.23K Buy
662
+15
+2% +$244 ﹤0.01% 1502
2025
Q1 		$11.1K Buy
647
+12
+2% +$199 ﹤0.01% 1379
2024
Q4 		$12.8K Sell
635
-135
-18% -$2.75K ﹤0.01% 1263
2024
Q3 		$15.2K Sell
770
-515
-40% -$9.64K ﹤0.01% 1300
2024
Q2 		$22.4K Sell
1,285
-1,122
-47% -$19.7K ﹤0.01% 1054
2024
Q1 		$40.3K Sell
2,407
-188
-7% -$3.15K ﹤0.01% 871
2023
Q4 		$46.8K Buy
2,595
+153
+6% +$2.58K ﹤0.01% 822
2023
Q3 		$39.4K Buy
2,442
+2,014
+471% +$34.6K ﹤0.01% 859
2023
Q2 		$7.4K Sell
428
-304
-42% -$5.15K ﹤0.01% 1410
2023
Q1 		$11.8K Buy
732
+43
+6% +$679 ﹤0.01% 1253
2022
Q4 		$11.2K Buy
689
+564
+451% +$8.53K ﹤0.01% 1262
2022
Q3 		$2K Buy
+125
New +$1.46K ﹤0.01% 1691
2020
Q2 		– Sell
-300
Closed -$3K – 1893
2020
Q1 		$3K Buy
+300
New +$3.98K ﹤0.01% 1531
2019
Q4 		– Sell
-549
Closed -$5K – 1956
2019
Q3 		$5K Buy
+549
New +$8.3K ﹤0.01% 1565

Other funds holding PCG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return