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Bullock Wealth Management’s PG&E PCG Stock Holding History

Bullock 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
2025
Q1 		– Sell
-50
Closed -$1.01K – 610
2024
Q4 		$1.01K Hold
50
– – ﹤0.01% 555
2024
Q3 		$993 Hold
50
– – ﹤0.01% 529
2024
Q2 		$860 Hold
50
– – ﹤0.01% 525
2024
Q1 		$828 Buy
+50
New +$838 ﹤0.01% 526

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bullock Wealth Management's PCG Position: Q1 2025 in Review

Bullock Wealth Management sold out of PG&E (PCG) in Q1 2025, closing a stake of 50 shares — an estimated $1.01K sold.

Bullock Wealth Management first reported a position in PCG in Q1 2024 and held it in 4 quarters. The position peaked at $1.01K in Q4 2024. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

  • Bullock Wealth Management reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 50 PG&E shares in Q1 2025, an estimated $1.01K.
  • Bullock Wealth Management first reported a position in PG&E in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's PG&E position peaked at $1.01K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.