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

Ariadne 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 		$328K Sell
19,474
-13,129
-40% -$221K 0.14% 161
2026
Q1 		$574K Buy
32,603
+6,431
+25% +$109K 0.26% 88
2025
Q4 		$460K Buy
26,172
+11,849
+83% +$189K 0.19% 113
2025
Q3 		$238K Buy
+14,323
New +$209K 0.11% 204

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

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

Ariadne Wealth Management reduced its PG&E (PCG) stake by 40% in Q2 2026, selling an estimated $221K and leaving 19,474 shares worth $328K. The position accounts for 0.14% of the portfolio, ranked #161.

Ariadne Wealth Management first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $574K in Q1 2026. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Ariadne Wealth Management held 19,474 shares of PG&E worth $328K as of Q2 2026.
  • Ariadne Wealth Management sold 13,129 PG&E shares in Q2 2026, an estimated $221K.
  • PG&E made up 0.14% of Ariadne Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Ariadne Wealth Management first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • Ariadne Wealth Management's PG&E position peaked at $574K in Q1 2026.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.