BAG
PCG icon

Bridgewealth Advisory Group’s PG&E PCG Stock Holding History

Bridgewealth Advisory Group’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 		$168K Buy
+10,005
New +$168K 0.03% 138
2025
Q4 		– Sell
-10,125
Closed -$153K – 136
2025
Q3 		$153K Buy
10,125
+7
+0.1% +$102 0.04% 119
2025
Q2 		$141K Buy
+10,118
New +$165K 0.04% 119
2025
Q1 		– Sell
-10,965
Closed -$174K – 89
2024
Q4 		$174K Buy
10,965
+354
+3% +$7.2K 0.05% 110
2024
Q3 		$210K Buy
+10,611
New +$199K 0.08% 82

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bridgewealth Advisory Group's PCG Position: Q2 2026 in Review

Bridgewealth Advisory Group opened a new position in PG&E (PCG) in Q2 2026: 10,005 shares worth $168K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings. This is a return to the name: Bridgewealth Advisory Group previously reported a position in PCG as recently as Q3 2025.

Bridgewealth Advisory Group first reported a position in PCG in Q3 2024 and has held it in 5 quarters since. The position peaked at $210K in Q3 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Bridgewealth Advisory Group held 10,005 shares of PG&E worth $168K as of Q2 2026.
  • PG&E was a new Bridgewealth Advisory Group position in Q2 2026.
  • PG&E made up 0.03% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #138 holding.
  • Bridgewealth Advisory Group first reported a position in PG&E in Q3 2024 and has held it in 5 quarters since.
  • Bridgewealth Advisory Group's PG&E position peaked at $210K in Q3 2024.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.