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CreativeOne Wealth’s PG&E PCG Stock Holding History

CreativeOne Wealth’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 		$245K Sell
14,566
-91
-0.6% -$1.53K 0.01% 1083
2026
Q1 		$258K Buy
14,657
+1,451
+11% +$24.7K 0.01% 1037
2025
Q4 		$212K Sell
13,206
-3,240
-20% -$51.7K 0.01% 1095
2025
Q3 		$248K Buy
16,446
+3,466
+27% +$50.6K 0.01% 1025
2025
Q2 		$181K Sell
12,980
-565
-4% -$9.19K ﹤0.01% 1071
2025
Q1 		$233K Buy
+13,545
New +$225K 0.01% 954

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

CreativeOne Wealth's PCG Position: Q2 2026 in Review

CreativeOne Wealth reduced its PG&E (PCG) stake by 0.62% in Q2 2026, selling an estimated $1.53K and leaving 14,566 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1083.

CreativeOne Wealth first reported a position in PCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $258K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • CreativeOne Wealth held 14,566 shares of PG&E worth $245K as of Q2 2026.
  • CreativeOne Wealth sold 91 PG&E shares in Q2 2026, an estimated $1.53K.
  • PG&E made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1083 holding.
  • CreativeOne Wealth first reported a position in PG&E in Q1 2025 and has held it in 6 quarters since.
  • CreativeOne Wealth's PG&E position peaked at $258K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.