Cassady Schiller Wealth Management’s PG&E PCG Stock Holding History

Cassady Schiller 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
2024 Q4	$3.21K	Buy	+159	New	+$3.23K	﹤0.01%	493

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cassady Schiller Wealth Management's PCG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in PG&E (PCG) in Q4 2024: 159 shares worth $3.21K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings.

731 funds tracked by Wall St. Rank hold PCG as of Q4 2024.

Cassady Schiller Wealth Management held 159 shares of PG&E worth $3.21K as of Q4 2024.
PG&E was a new Cassady Schiller Wealth Management position in Q4 2024.
PG&E made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #493 holding.
731 funds tracked by Wall St. Rank held PG&E as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.