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Everpar Advisors’s PG&E PCG Stock Holding History

Everpar Advisors’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 		$243K Buy
14,471
+2,415
+20% +$40.6K 0.07% 255
2026
Q1 		$212K Sell
12,056
-1,946
-14% -$33.1K 0.07% 271
2025
Q4 		$225K Buy
14,002
+1,410
+11% +$22.5K 0.08% 251
2025
Q3 		$190K Sell
12,592
-2,130
-14% -$31.1K 0.08% 274
2025
Q2 		$205K Sell
14,722
-612
-4% -$9.95K 0.09% 258
2025
Q1 		$263K Sell
15,334
-2,485
-14% -$41.2K 0.14% 206
2024
Q4 		$360K Buy
17,819
+179
+1% +$3.64K 0.18% 151
2024
Q3 		$349K Sell
17,640
-5,945
-25% -$111K 0.18% 167
2024
Q2 		$412K Buy
23,585
+251
+1% +$4.42K 0.21% 155
2024
Q1 		$391K Sell
23,334
-31,270
-57% -$524K 0.24% 145
2023
Q4 		$985K Buy
+54,604
New +$922K 0.46% 57

Other funds holding PCG

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return