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

Drive 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	$500K	Buy	28,360 +653	+2%	+$11.1K	0.11%	157
2025 Q4	$447K	Buy	+27,707	New	+$443K	0.09%	182
2025 Q2	–	Sell	-10,615	Closed	-$183K	–	364
2025 Q1	$183K	Sell	10,615 -3,596	-25%	-$59.6K	0.04%	305
2024 Q4	$287K	Sell	14,211 -34	-0.2%	-$692	0.07%	222
2024 Q3	$282K	Buy	14,245 +14	+0.1%	+$262	0.07%	226
2024 Q2	$249K	Buy	14,231 +379	+3%	+$6.67K	0.07%	239
2024 Q1	$232K	Buy	13,852 +32	+0.2%	+$536	0.07%	264
2023 Q4	$249K	Sell	13,820 -918	-6%	-$15.5K	0.08%	233
2023 Q3	$238K	Sell	14,738 -2,660	-15%	-$45.7K	0.09%	211
2023 Q2	$301K	Sell	17,398 -1,333	-7%	-$22.6K	0.11%	174
2023 Q1	$303K	Buy	18,731 +253	+1%	+$4K	0.13%	172
2022 Q4	$300K	Sell	18,478 -6,677	-27%	-$101K	0.15%	159
2022 Q3	$314K	Sell	25,155 -4,220	-14%	-$49.4K	0.3%	105
2022 Q2	$293K	Buy	29,375 +3,339	+13%	+$39.3K	0.27%	109
2022 Q1	$311K	Buy	26,036 +10,687	+70%	+$126K	0.26%	98
2021 Q4	$186K	Buy	+15,349	New	+$180K	0.16%	147

Other funds holding PCG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return