AWM
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Axxcess Wealth Management’s PG&E PCG Stock Holding History

Axxcess 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
Q1 		– Sell
-31,687
Closed -$509K – 813
2025
Q4 		$509K Buy
31,687
+13,896
+78% +$222K 0.01% 697
2025
Q3 		$268K Buy
17,791
+196
+1% +$2.86K 0.01% 791
2025
Q2 		$245K Sell
17,595
-40
-0.2% -$651 0.01% 779
2025
Q1 		$303K Sell
17,635
-32
-0.2% -$531 0.01% 680
2024
Q4 		$357K Buy
17,667
+3
+0% +$61 0.01% 627
2024
Q3 		$349K Buy
17,664
+44
+0.2% +$823 0.01% 643
2024
Q2 		$308K Sell
17,620
-597
-3% -$10.5K 0.01% 642
2024
Q1 		$305K Buy
18,217
+614
+3% +$10.3K 0.01% 658
2023
Q4 		$317K Hold
17,603
– – 0.01% 630
2023
Q3 		$284K Buy
+17,603
New +$303K 0.01% 614

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