DiNuzzo Private Wealth’s PG&E PCG Stock Holding History

DiNuzzo Private 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	$1.82K	Hold	108	–	–	﹤0.01%	714
2026 Q1	$1.9K	Hold	108	–	–	﹤0.01%	663
2025 Q4	$1.74K	Buy	108 +11	+11%	+$176	﹤0.01%	700
2025 Q3	$1.48K	Sell	97 -29	-23%	-$423	﹤0.01%	755
2025 Q2	$1.76K	Buy	126 +4	+3%	+$65	﹤0.01%	656
2025 Q1	$2.1K	Buy	122 +2	+2%	+$33	﹤0.01%	583
2024 Q4	$2.42K	Hold	120	–	–	﹤0.01%	531
2024 Q3	$2.37K	Buy	120 +4	+3%	+$75	﹤0.01%	542
2024 Q2	$2.03K	Buy	116 +20	+21%	+$352	﹤0.01%	518
2024 Q1	$1.61K	Buy	96 +2	+2%	+$34	﹤0.01%	556
2023 Q4	$1.7K	Buy	+94	New	+$1.59K	﹤0.01%	508

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