EFG
PCG icon

Everhart Financial Group’s PG&E PCG Stock Holding History

Everhart Financial Group’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 		$126K Sell
10,274
-2,387
-19% -$38.3K 0.01% 480
2026
Q2 		$213K Sell
12,661
-1,182
-9% -$19.9K 0.01% 445
2026
Q1 		$243K Buy
13,843
+3,574
+35% +$60.8K 0.02% 407
2025
Q4 		$165K Sell
10,269
-101
-1% -$1.61K 0.02% 411
2025
Q3 		$156K Buy
+10,370
New +$151K 0.02% 383
2025
Q1 		– Sell
-11,403
Closed -$230K – 344
2024
Q4 		$230K Buy
11,403
+159
+1% +$3.23K 0.05% 290
2024
Q3 		$222K Buy
+11,244
New +$210K 0.05% 299

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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Everhart Financial Group's PCG Position: Q3 2026 in Review

Everhart Financial Group reduced its PG&E (PCG) stake by 19% in Q3 2026, selling an estimated $38.3K and leaving 10,274 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #480.

Everhart Financial Group first reported a position in PCG in Q3 2024 and has held it in 7 quarters since. The position peaked at $243K in Q1 2026. 26 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Everhart Financial Group held 10,274 shares of PG&E worth $126K as of Q3 2026.
  • Everhart Financial Group sold 2,387 PG&E shares in Q3 2026, an estimated $38.3K.
  • PG&E made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #480 holding.
  • Everhart Financial Group first reported a position in PG&E in Q3 2024 and has held it in 7 quarters since.
  • Everhart Financial Group's PG&E position peaked at $243K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.