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Cherry Tree Wealth Management’s PG&E PCG Stock Holding History

Cherry Tree 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
2026
Q1 		– Sell
-204
Closed -$3.28K – 599
2025
Q4 		$3.28K Hold
204
– – ﹤0.01% 510
2025
Q3 		$3.08K Hold
204
– – ﹤0.01% 499
2025
Q2 		$2.84K Hold
204
– – ﹤0.01% 514
2025
Q1 		$3.5K Hold
204
– – ﹤0.01% 571
2024
Q4 		$4.12K Buy
+204
New +$4.15K ﹤0.01% 494

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Cherry Tree Wealth Management's PCG Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of PG&E (PCG) in Q1 2026, closing a stake of 204 shares — an estimated $3.28K sold.

Cherry Tree Wealth Management first reported a position in PCG in Q4 2024 and held it in 5 quarters. The position peaked at $4.12K in Q4 2024. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining PG&E position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 204 PG&E shares in Q1 2026, an estimated $3.28K.
  • Cherry Tree Wealth Management first reported a position in PG&E in Q4 2024 and held it in 5 quarters.
  • Cherry Tree Wealth Management's PG&E position peaked at $4.12K in Q4 2024.
  • 909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.