Curated Wealth Partners
PCG icon

Curated Wealth Partners’s PG&E PCG Stock Holding History

Curated Wealth Partners’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 		$394K Buy
+32,126
New +$515K 0.03% 339
2026
Q2 		– Sell
-15,744
Closed -$277K – 258
2026
Q1 		$277K Buy
+15,744
New +$268K 0.03% 171

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IFM Investors
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Curated Wealth Partners's PCG Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in PG&E (PCG) in Q3 2026: 32,126 shares worth $394K. The stake represents 0.03% of the portfolio and ranks #339 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in PCG as recently as Q1 2026.

Curated Wealth Partners first reported a position in PCG in Q1 2026 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Curated Wealth Partners held 32,126 shares of PG&E worth $394K as of Q3 2026.
  • PG&E was a new Curated Wealth Partners position in Q3 2026.
  • PG&E made up 0.03% of Curated Wealth Partners's portfolio in Q3 2026, its #339 holding.
  • Curated Wealth Partners first reported a position in PG&E in Q1 2026 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.