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

Arista 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
2025 Q4	–	Sell	-13,000	Closed	-$196K	–	304
2025 Q3	$196K	Buy	+13,000	New	+$190K	0.02%	260

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arista Wealth Management's PCG Position: Q4 2025 in Review

Arista Wealth Management sold out of PG&E (PCG) in Q4 2025, closing a stake of 13,000 shares — an estimated $196K sold.

Arista Wealth Management first reported a position in PCG in Q3 2025 and held it in 1 quarter. The position peaked at $196K in Q3 2025. 881 funds tracked by Wall St. Rank hold PCG as of Q4 2025.

Arista Wealth Management reported no remaining PG&E position as of Q4 2025 after selling out during the quarter.
Arista Wealth Management sold 13,000 PG&E shares in Q4 2025, an estimated $196K.
Arista Wealth Management first reported a position in PG&E in Q3 2025 and held it in 1 quarter.
Arista Wealth Management's PG&E position peaked at $196K in Q3 2025.
881 funds tracked by Wall St. Rank held PG&E as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.