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Baker Tilly Wealth Management’s PG&E PCG Stock Holding History

Baker Tilly 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
Q3 		– Sell
-15,681
Closed -$264K – 304
2026
Q2 		$264K Sell
15,681
-244
-2% -$4.11K 0.06% 239
2026
Q1 		$280K Sell
15,925
-193
-1% -$3.28K 0.07% 221
2025
Q4 		$259K Buy
+16,118
New +$257K 0.06% 237
2025
Q2 		– Sell
-17,845
Closed -$307K – 245
2025
Q1 		$307K Buy
17,845
+1,508
+9% +$25K 0.12% 185
2024
Q4 		$330K Buy
16,337
+715
+5% +$14.5K 0.13% 174
2024
Q3 		$309K Sell
15,622
-7,504
-32% -$140K 0.14% 175
2024
Q2 		$404K Sell
23,126
-34,398
-60% -$605K 0.17% 151
2024
Q1 		$964K Sell
57,524
-317
-0.5% -$5.31K 0.17% 128
2023
Q4 		$1.04M Buy
57,841
+1,190
+2% +$20.1K 0.17% 135
2023
Q3 		$914K Buy
56,651
+836
+1% +$14.4K 0.15% 143
2023
Q2 		$964K Buy
55,815
+3,492
+7% +$59.1K 0.1% 204
2023
Q1 		$846K Sell
52,323
-1,560
-3% -$24.6K 0.1% 227
2022
Q4 		$876K Buy
53,883
+3,162
+6% +$47.8K 0.11% 209
2022
Q3 		$634K Sell
50,721
-582
-1% -$6.81K 0.09% 245
2022
Q2 		$512K Buy
51,303
+1,581
+3% +$18.6K 0.07% 295
2022
Q1 		$594K Buy
49,722
+16,177
+48% +$191K 0.07% 299
2021
Q4 		$407K Buy
33,545
+7,487
+29% +$87.7K 0.04% 391
2021
Q3 		$250K Buy
+26,058
New +$246K 0.03% 440

Other funds holding PCG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Baker Tilly Wealth Management's PCG Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of PG&E (PCG) in Q3 2026, closing a stake of 15,681 shares — an estimated $264K sold.

Baker Tilly Wealth Management first reported a position in PCG in Q3 2021 and held it in 18 quarters. The position peaked at $1.04M in Q4 2023. 26 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining PG&E position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 15,681 PG&E shares in Q3 2026, an estimated $264K.
  • Baker Tilly Wealth Management first reported a position in PG&E in Q3 2021 and held it in 18 quarters.
  • Baker Tilly Wealth Management's PG&E position peaked at $1.04M in Q4 2023.
  • 26 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.