EWM
PCG icon

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

Evermay 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 		$83.9K Hold
4,775
– – 0.01% 272
2025
Q4 		$76.7K Hold
4,775
– – 0.01% 285
2025
Q3 		$72K Hold
4,775
– – 0.01% 296
2025
Q2 		$66.6K Hold
4,775
– – 0.01% 298
2025
Q1 		$82K Buy
+4,775
New +$79.2K 0.01% 281
2024
Q4 		– Sell
-124
Closed -$2.45K – 604
2024
Q3 		$2.45K Hold
124
– – ﹤0.01% 534
2024
Q2 		$2.17K Hold
124
– – ﹤0.01% 539
2024
Q1 		$2.08K Sell
124
-20
-14% -$335 ﹤0.01% 540
2023
Q4 		$2.6K Buy
144
+20
+16% +$338 ﹤0.01% 507
2023
Q3 		$2K Hold
124
– – ﹤0.01% 498
2023
Q2 		$2.14K Buy
+124
New +$2.1K ﹤0.01% 484

Other funds holding PCG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return