CX Institutional’s PG&E PCG Stock Holding History

CX Institutional’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	$300K	Buy	17,824 +2,401	+16%	+$40.4K	0.01%	633
2026 Q1	$271K	Buy	15,423 +698	+5%	+$11.9K	0.01%	639
2025 Q4	$237K	Buy	14,725 +2,414	+20%	+$38.6K	0.01%	651
2025 Q3	$186K	Buy	12,311 +9,681	+368%	+$141K	0.01%	708
2025 Q2	$37K	Sell	2,630 -11,341	-81%	-$184K	﹤0.01%	898
2025 Q1	$240K	Buy	13,971 +3,629	+35%	+$60.2K	0.01%	535
2024 Q4	$209K	Buy	+10,342	New	+$210K	0.01%	511
2019 Q3	–	Sell	-40	Closed	-$1K	–	914
2019 Q2	$1K	Buy	+40	New	+$804	﹤0.01%	885
2019 Q1	–	Sell	-33	Closed	-$1K	–	812
2018 Q4	$1K	Buy	+33	New	+$1.18K	﹤0.01%	506

Other funds holding PCG

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return