BetterWealth’s PG&E PCG Stock Holding History

BetterWealth’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	$231K	Hold	13,731	–	–	0.04%	81
2026 Q1	$241K	Hold	13,731	–	–	0.05%	73
2025 Q4	$221K	Hold	13,731	–	–	0.05%	63
2025 Q3	$207K	Hold	13,731	–	–	0.05%	68
2025 Q2	$191K	Hold	13,731	–	–	0.05%	62
2025 Q1	$236K	Buy	13,731 +100	+0.7%	+$1.66K	0.07%	56
2024 Q4	$275K	Buy	13,631 +31	+0.2%	+$631	0.08%	55
2024 Q3	$269K	Hold	13,600	–	–	0.08%	51
2024 Q2	$237K	Hold	13,600	–	–	0.08%	53
2024 Q1	$228K	Hold	13,600	–	–	0.07%	59
2023 Q4	$245K	Hold	13,600	–	–	0.08%	54
2023 Q3	$219K	Hold	13,600	–	–	0.09%	47
2023 Q2	$235K	Hold	13,600	–	–	0.09%	41
2023 Q1	$220K	Hold	13,600	–	–	0.09%	40
2022 Q4	$221K	Hold	13,600	–	–	0.1%	35
2022 Q3	$170K	Hold	13,600	–	–	0.09%	35
2022 Q2	$136K	Hold	13,600	–	–	0.07%	37
2022 Q1	$162K	Hold	13,600	–	–	0.22%	36
2021 Q4	$165K	Buy	+13,600	New	+$159K	0.12%	42

Other funds holding PCG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

BetterWealth's PCG Position: Q2 2026 in Review

BetterWealth held its PG&E (PCG) position steady in Q2 2026 at 13,731 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #81.

BetterWealth first reported a position in PCG in Q4 2021 and has held it in 19 quarters since. The position peaked at $275K in Q4 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

BetterWealth held 13,731 shares of PG&E worth $231K as of Q2 2026.
BetterWealth left its PG&E share count unchanged in Q2 2026.
PG&E made up 0.04% of BetterWealth's portfolio in Q2 2026, its #81 holding.
BetterWealth first reported a position in PG&E in Q4 2021 and has held it in 19 quarters since.
BetterWealth's PG&E position peaked at $275K in Q4 2024.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.