EWP
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Elevation Wealth Partners’s PG&E PCG Stock Holding History

Elevation Wealth Partners’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
Q3 		$12K Buy
980
+180
+23% +$2.88K ﹤0.01% 831
2026
Q2 		$13.5K Buy
800
+575
+256% +$9.68K ﹤0.01% 717
2026
Q1 		$3.95K Buy
225
+58
+35% +$987 ﹤0.01% 769
2025
Q4 		$2.68K Buy
167
+50
+43% +$799 ﹤0.01% 749
2025
Q3 		$1.76K Buy
+117
New +$1.71K ﹤0.01% 667

Other funds holding PCG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Elevation Wealth Partners's PCG Position: Q3 2026 in Review

Elevation Wealth Partners increased its PG&E (PCG) stake by 23% in Q3 2026, buying an estimated $2.88K and bringing the position to 980 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Elevation Wealth Partners first reported a position in PCG in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.5K in Q2 2026. 26 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Elevation Wealth Partners held 980 shares of PG&E worth $12K as of Q3 2026.
  • Elevation Wealth Partners bought 180 PG&E shares in Q3 2026, an estimated $2.88K.
  • PG&E made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #831 holding.
  • Elevation Wealth Partners first reported a position in PG&E in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's PG&E position peaked at $13.5K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.