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
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

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Elevation Wealth Partners's PCG Position: Q2 2026 in Review

Elevation Wealth Partners increased its PG&E (PCG) stake by 256% in Q2 2026, buying an estimated $9.68K and bringing the position to 800 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Elevation Wealth Partners first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. 284 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Elevation Wealth Partners held 800 shares of PG&E worth $13.5K as of Q2 2026.
  • Elevation Wealth Partners bought 575 PG&E shares in Q2 2026, an estimated $9.68K.
  • PG&E made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #717 holding.
  • Elevation Wealth Partners first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • 284 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.