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Diversify Wealth Management’s PG&E PCG Stock Holding History

Diversify Wealth Management’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 		$1M Buy
56,945
+553
+1% +$9.31K 0.02% 626
2026
Q1 		$923K Buy
56,392
+25,647
+83% +$436K 0.02% 618
2025
Q4 		$484K Sell
30,745
-1,822
-6% -$29.1K 0.02% 444
2025
Q3 		$518K Sell
32,567
-4,462
-12% -$65.1K 0.03% 374
2025
Q2 		$572K Sell
37,029
-857
-2% -$13.9K 0.04% 351
2025
Q1 		$657K Sell
37,886
-1,109
-3% -$18.4K 0.05% 307
2024
Q4 		$670K Sell
38,995
-3,674
-9% -$74.7K 0.05% 291
2024
Q3 		$878K Sell
42,669
-8,093
-16% -$151K 0.08% 213
2024
Q2 		$904K Buy
+50,762
New +$893K 0.11% 172

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

Diversify Wealth Management's PCG Position: Q2 2026 in Review

Diversify Wealth Management increased its PG&E (PCG) stake by 0.98% in Q2 2026, buying an estimated $9.31K and bringing the position to 56,945 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #626.

Diversify Wealth Management first reported a position in PCG in Q2 2024 and has held it in 9 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Diversify Wealth Management held 56,945 shares of PG&E worth $1M as of Q2 2026.
  • Diversify Wealth Management bought 553 PG&E shares in Q2 2026, an estimated $9.31K.
  • PG&E made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #626 holding.
  • Diversify Wealth Management first reported a position in PG&E in Q2 2024 and has held it in 9 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.