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Evoke Wealth’s PG&E PCG Stock Holding History

Evoke Wealth’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 		– Sell
-79,651
Closed -$1.4M – 465
2026
Q1 		$1.4M Buy
79,651
+22,065
+38% +$375K 0.03% 227
2025
Q4 		$928K Buy
57,586
+30,169
+110% +$482K 0.02% 278
2025
Q3 		$414K Buy
+27,417
New +$400K 0.01% 411
2022
Q4 		– Sell
-560
Closed -$7K – 907
2022
Q3 		$7K Hold
560
– – ﹤0.01% 828
2022
Q2 		$6K Sell
560
-11
-2% -$129 ﹤0.01% 857
2022
Q1 		$7K Sell
571
-27
-5% -$319 ﹤0.01% 841
2021
Q4 		$7K Hold
598
– – ﹤0.01% 844
2021
Q3 		$5K Sell
598
-144
-19% -$1.36K ﹤0.01% 858
2021
Q2 		$8K Sell
742
-290
-28% -$3.11K ﹤0.01% 783
2021
Q1 		$12K Buy
1,032
+103
+11% +$1.2K ﹤0.01% 663
2020
Q4 		$12K Hold
929
– – ﹤0.01% 562
2020
Q3 		$9K Buy
929
+394
+74% +$3.65K ﹤0.01% 582
2020
Q2 		$5K Buy
535
+169
+46% +$1.84K ﹤0.01% 677
2020
Q1 		$3.29K Hold
366
– – ﹤0.01% 710
2019
Q4 		$3.98K Sell
366
-900
-71% -$7.71K ﹤0.01% 960
2019
Q3 		$12.7K Buy
+1,266
New +$19.1K ﹤0.01% 776

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evoke Wealth's PCG Position: Q2 2026 in Review

Evoke Wealth sold out of PG&E (PCG) in Q2 2026, closing a stake of 79,651 shares — an estimated $1.4M sold.

Evoke Wealth first reported a position in PCG in Q3 2019 and held it in 16 quarters. The position peaked at $1.4M in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Evoke Wealth reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 79,651 PG&E shares in Q2 2026, an estimated $1.4M.
  • Evoke Wealth first reported a position in PG&E in Q3 2019 and held it in 16 quarters.
  • Evoke Wealth's PG&E position peaked at $1.4M in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.