CA
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Clearstead Advisors’s PG&E PCG Stock Holding History

Clearstead Advisors’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 		$1.08M Sell
61,486
-4,362
-7% -$74.2K 0.01% 503
2025
Q4 		$1.06M Buy
65,848
+21,676
+49% +$346K 0.01% 462
2025
Q3 		$666K Buy
44,172
+35,631
+417% +$520K 0.01% 551
2025
Q2 		$119K Buy
8,541
+1,447
+20% +$23.5K ﹤0.01% 1013
2025
Q1 		$122K Buy
7,094
+5,766
+434% +$95.6K ﹤0.01% 940
2024
Q4 		$26.8K Buy
1,328
+52
+4% +$1.06K ﹤0.01% 1305
2024
Q3 		$25.2K Hold
1,276
– – ﹤0.01% 1363
2024
Q2 		$22.3K Buy
1,276
+545
+75% +$9.59K ﹤0.01% 1347
2024
Q1 		$13.1K Sell
731
-35
-5% -$587 ﹤0.01% 1015
2023
Q4 		$13.8K Buy
766
+530
+225% +$8.95K ﹤0.01% 1002
2023
Q3 		$3.81K Buy
236
+118
+100% +$2.03K ﹤0.01% 1292
2023
Q2 		$2.04K Sell
118
-35
-23% -$593 ﹤0.01% 1147
2023
Q1 		$2.48K Buy
+153
New +$2.42K ﹤0.01% 1106
2022
Q3 		– Sell
-50
Closed – – 1332
2022
Q2 		$0 Hold
50
– – ﹤0.01% 1395
2022
Q1 		$1K Hold
50
– – ﹤0.01% 1312
2021
Q4 		$1K Hold
50
– – ﹤0.01% 1203
2021
Q3 		$0 Hold
50
– – ﹤0.01% 1357
2021
Q2 		$1K Hold
50
– – ﹤0.01% 1181
2021
Q1 		$1K Buy
+50
New +$581 ﹤0.01% 1051

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