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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
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

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VPM
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AQR Capital Management
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Geode Capital Management
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Deutsche Bank
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return