Byrne Asset Management’s PG&E PCG Stock Holding History

Byrne Asset 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	$32.9K	Sell	2,700 -300	-10%	-$4.81K	0.02%	326
2026 Q2	$50.5K	Sell	3,000 -300	-9%	-$5.05K	0.03%	289
2026 Q1	$58K	Hold	3,300	–	–	0.03%	268
2025 Q4	$53K	Sell	3,300 -3,900	-54%	-$62.3K	0.03%	270
2025 Q3	$109K	Sell	7,200 -300	-4%	-$4.38K	0.07%	156
2025 Q2	$105K	Buy	+7,500	New	+$122K	0.07%	151
2025 Q1	–	Sell	-7,200	Closed	-$119K	–	133
2024 Q4	$145K	Hold	7,200	–	–	0.1%	126
2024 Q3	$142K	Buy	+7,200	New	+$135K	0.1%	131
2024 Q2	–	Sell	-9,700	Closed	-$171K	–	132
2024 Q1	$163K	Sell	9,700 -300	-3%	-$5.03K	0.11%	123
2023 Q4	$179K	Sell	10,000 -3,275	-25%	-$55.3K	0.14%	112
2023 Q3	$214K	Buy	+13,275	New	+$228K	0.18%	102
2023 Q2	–	Hold	0	–	–	–	138

Other funds holding PCG

MILFAM LLC Stuart, Florida $145M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

CAM

CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Byrne Asset Management's PCG Position: Q3 2026 in Review

Byrne Asset Management reduced its PG&E (PCG) stake by 10% in Q3 2026, selling an estimated $4.81K and leaving 2,700 shares worth $32.9K. The position accounts for 0.02% of the portfolio, ranked #326.

Byrne Asset Management first reported a position in PCG in Q3 2023 and has held it in 11 quarters since. The position peaked at $214K in Q3 2023. 40 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

Byrne Asset Management held 2,700 shares of PG&E worth $32.9K as of Q3 2026.
Byrne Asset Management sold 300 PG&E shares in Q3 2026, an estimated $4.81K.
PG&E made up 0.02% of Byrne Asset Management's portfolio in Q3 2026, its #326 holding.
Byrne Asset Management first reported a position in PG&E in Q3 2023 and has held it in 11 quarters since.
Byrne Asset Management's PG&E position peaked at $214K in Q3 2023.
40 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.