CWR
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Chico Wealth RIA’s PG&E PCG Stock Holding History

Chico Wealth RIA’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 		$599K Buy
34,117
+3,272
+11% +$55.7K 0.37% 25
2025
Q4 		$496K Buy
30,845
+71
+0.2% +$1.13K 0.32% 24
2025
Q3 		$464K Buy
30,774
+3
+0% +$44 0.32% 24
2025
Q2 		$429K Sell
30,771
-44
-0.1% -$716 0.34% 20
2025
Q1 		$529K Buy
30,815
+3,957
+15% +$65.6K 0.46% 17
2024
Q4 		$542K Sell
26,858
-2,000
-7% -$40.7K 0.47% 16
2024
Q3 		$571K Sell
28,858
-2,111
-7% -$39.5K 0.49% 17
2024
Q2 		$541K Hold
30,969
– – 0.5% 18
2024
Q1 		$519K Buy
30,969
+5,224
+20% +$87.6K 0.49% 17
2023
Q4 		$464K Hold
25,745
– – 0.48% 17
2023
Q3 		$415K Hold
25,745
– – 0.5% 14
2023
Q2 		$445K Sell
25,745
-215
-0.8% -$3.64K 0.53% 15
2023
Q1 		$420K Buy
+25,960
New +$410K 0.54% 15

Other funds holding PCG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return