Creative Financial Designs’s PG&E PCG Stock Holding History

Creative Financial Designs’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 Q2	$4.95K	Buy	+294	New	+$4.95K	﹤0.01%	1706
2025 Q1	–	Sell	-163	Closed	-$3.29K	–	2106
2024 Q4	$3.29K	Buy	+163	New	+$3.32K	﹤0.01%	1502
2022 Q2	–	Sell	-400	Closed	-$5K	–	1306
2022 Q1	$5K	Sell	400 -1,650	-80%	-$19.5K	﹤0.01%	1046
2021 Q4	$25K	Buy	2,050 +250	+14%	+$2.93K	﹤0.01%	713
2021 Q3	$17K	Hold	1,800	–	–	﹤0.01%	903
2021 Q2	$18K	Buy	+1,800	New	+$19.3K	﹤0.01%	890

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Financial Designs's PCG Position: Q2 2026 in Review

Creative Financial Designs opened a new position in PG&E (PCG) in Q2 2026: 294 shares worth $4.95K. The stake represents ﹤0.01% of the portfolio and ranks #1706 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in PCG as recently as Q4 2024.

Creative Financial Designs first reported a position in PCG in Q2 2021 and has held it in 6 quarters since. The position peaked at $25K in Q4 2021. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Creative Financial Designs held 294 shares of PG&E worth $4.95K as of Q2 2026.
PG&E was a new Creative Financial Designs position in Q2 2026.
PG&E made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1706 holding.
Creative Financial Designs first reported a position in PG&E in Q2 2021 and has held it in 6 quarters since.
Creative Financial Designs's PG&E position peaked at $25K in Q4 2021.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.