Bartlett & Co Wealth Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.75K | Buy |
341
+106
| +45% | +$1.78K | ﹤0.01% | 1073 |
|
|
2026
Q1 | $3.81K | Buy |
235
+11
| +5% | +$187 | ﹤0.01% | 1047 |
|
|
2025
Q4 | $3.61K | Hold |
224
| – | – | ﹤0.01% | 1056 |
|
|
2025
Q3 | $3.38K | Buy |
+224
| New | +$3.27K | ﹤0.01% | 1046 |
|
|
2025
Q2 | – | Sell |
-7
| Closed | -$120 | – | 1307 |
|
|
2025
Q1 | $120 | Sell |
7
-215
| -97% | -$3.57K | ﹤0.01% | 1197 |
|
|
2024
Q4 | $4.49K | Hold |
222
| – | – | ﹤0.01% | 985 |
|
|
2024
Q3 | $4.39K | Hold |
222
| – | – | ﹤0.01% | 985 |
|
|
2024
Q2 | $3.88K | Hold |
222
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q1 | $3.72K | Buy |
222
+22
| +11% | +$369 | ﹤0.01% | 993 |
|
|
2023
Q4 | $3.62K | Hold |
200
| – | – | ﹤0.01% | 1110 |
|
|
2023
Q3 | $3.23K | Hold |
200
| – | – | ﹤0.01% | 1036 |
|
|
2023
Q2 | $3.46K | Hold |
200
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q1 | $3.23K | Hold |
200
| – | – | ﹤0.01% | 948 |
|
|
2022
Q4 | $3.25K | Hold |
200
| – | – | ﹤0.01% | 976 |
|
|
2022
Q3 | $2.5K | Hold |
200
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 1176 |
|
|
2022
Q1 | $2.39K | Buy |
+200
| New | +$2.36K | ﹤0.01% | 988 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$1.92K | – | 739 |
|
|
2021
Q3 | $1.92K | Hold |
200
| – | – | ﹤0.01% | 874 |
|
|
2021
Q2 | $2.03K | Hold |
200
| – | – | ﹤0.01% | 851 |
|
|
2021
Q1 | $2.34K | Sell |
200
-83
| -29% | -$964 | ﹤0.01% | 859 |
|
|
2020
Q4 | $3.53K | Buy |
283
+83
| +42% | +$939 | ﹤0.01% | 836 |
|
|
2020
Q3 | $1.88K | Hold |
200
| – | – | ﹤0.01% | 791 |
|
|
2020
Q2 | $1.77K | Hold |
200
| – | – | ﹤0.01% | 792 |
|
|
2020
Q1 | $1.8K | Hold |
200
| – | – | ﹤0.01% | 786 |
|
|
2019
Q4 | $2.17K | Hold |
200
| – | – | ﹤0.01% | 811 |
|
|
2019
Q3 | $2K | Buy |
+200
| New | +$3.02K | ﹤0.01% | 825 |
|
|
2019
Q1 | – | Sell |
-20
| Closed | -$475 | – | 755 |
|
|
2018
Q4 | $475 | Hold |
20
| – | – | ﹤0.01% | 668 |
|
|
2018
Q3 | $920 | Hold |
20
| – | – | ﹤0.01% | 678 |
|
|
2018
Q2 | $851 | Hold |
20
| – | – | ﹤0.01% | 679 |
|
|
2018
Q1 | $879 | Buy |
+20
| New | +$849 | ﹤0.01% | 718 |
|
Other funds holding PCG
Bartlett & Co Wealth Management's PCG Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its PG&E (PCG) stake by 45% in Q2 2026, buying an estimated $1.78K and bringing the position to 341 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.
Bartlett & Co Wealth Management first reported a position in PCG in Q1 2018 and has held it in 30 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.
- Bartlett & Co Wealth Management held 341 shares of PG&E worth $5.75K as of Q2 2026.
- Bartlett & Co Wealth Management bought 106 PG&E shares in Q2 2026, an estimated $1.78K.
- PG&E made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1073 holding.
- Bartlett & Co Wealth Management first reported a position in PG&E in Q1 2018 and has held it in 30 quarters since.
- 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.