Cornerstone Planning Group’s PG&E PCG Stock Holding History

Cornerstone Planning Group’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	–	Sell	-421	Closed	-$7.63K	–	1239
2026 Q2	$7.63K	Sell	421 -111	-21%	-$1.87K	﹤0.01%	977
2026 Q1	$8.69K	Buy	532 +360	+209%	+$6.13K	﹤0.01%	935
2025 Q4	$2.57K	Sell	172 -2,200	-93%	-$35.1K	﹤0.01%	1140
2025 Q3	$346K	Buy	2,372 +2,301	+3,241%	+$33.6K	0.06%	105
2025 Q2	$1.08K	Sell	71 -79	-53%	-$1.28K	﹤0.01%	1096
2025 Q1	$2.63K	Buy	150 +102	+213%	+$1.69K	﹤0.01%	911
2024 Q4	$782	Sell	48 -1	-2%	-$20	﹤0.01%	1016
2024 Q3	$986	Buy	49 +17	+53%	+$318	﹤0.01%	933
2024 Q2	$570	Buy	32 +18	+129%	+$317	﹤0.01%	1062
2024 Q1	$246	Hold	14	–	–	﹤0.01%	1003
2023 Q4	$252	Hold	14	–	–	﹤0.01%	844
2023 Q3	$226	Buy	+14	New	+$241	﹤0.01%	1015

Other funds holding PCG

MILFAM LLC Stuart, Florida $145M AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cornerstone Planning Group's PCG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of PG&E (PCG) in Q3 2026, closing a stake of 421 shares — an estimated $7.63K sold.

Cornerstone Planning Group first reported a position in PCG in Q3 2023 and held it in 12 quarters. The position peaked at $346K in Q3 2025. 159 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

Cornerstone Planning Group reported no remaining PG&E position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 421 PG&E shares in Q3 2026, an estimated $7.63K.
Cornerstone Planning Group first reported a position in PG&E in Q3 2023 and held it in 12 quarters.
Cornerstone Planning Group's PG&E position peaked at $346K in Q3 2025.
159 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.