CFO
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CVA Family Office’s PG&E PCG Stock Holding History

CVA Family Office’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 		$43.3K Buy
2,464
+876
+55% +$14.9K ﹤0.01% 626
2025
Q4 		$25.5K Buy
1,588
+153
+11% +$2.44K ﹤0.01% 651
2025
Q3 		$21.6K Buy
1,435
+253
+21% +$3.69K ﹤0.01% 676
2025
Q2 		$16.5K Sell
1,182
-367
-24% -$5.97K ﹤0.01% 727
2025
Q1 		$26.6K Sell
1,549
-1,131
-42% -$18.8K ﹤0.01% 637
2024
Q4 		$54.1K Buy
2,680
+359
+15% +$7.3K 0.01% 506
2024
Q3 		$45.9K Buy
2,321
+61
+3% +$1.14K 0.01% 526
2024
Q2 		$39.5K Hold
2,260
– – 0.01% 537
2024
Q1 		$37.9K Sell
2,260
-110
-5% -$1.84K 0.01% 534
2023
Q4 		$42.7K Buy
+2,370
New +$40K 0.01% 505
2023
Q3 		– Sell
-1,515
Closed -$26.2K – 737
2023
Q2 		$26.2K Hold
1,515
– – 0.01% 565
2023
Q1 		$24.5K Buy
1,515
+60
+4% +$948 0.01% 555
2022
Q4 		$23.7K Buy
+1,455
New +$22K 0.01% 532

Other funds holding PCG

BlackRock
BlackRock New York $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

CVA Family Office's PCG Position: Q1 2026 in Review

CVA Family Office increased its PG&E (PCG) stake by 55% in Q1 2026, buying an estimated $14.9K and bringing the position to 2,464 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

CVA Family Office first reported a position in PCG in Q4 2022 and has held it in 13 quarters since. The position peaked at $54.1K in Q4 2024. 901 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • CVA Family Office held 2,464 shares of PG&E worth $43.3K as of Q1 2026.
  • CVA Family Office bought 876 PG&E shares in Q1 2026, an estimated $14.9K.
  • PG&E made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #626 holding.
  • CVA Family Office first reported a position in PG&E in Q4 2022 and has held it in 13 quarters since.
  • CVA Family Office's PG&E position peaked at $54.1K in Q4 2024.
  • 901 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.