Fermata Advisors’s PG&E PCG Stock Holding History

Fermata 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 Q3	–	Sell	-13,658	Closed	-$230K	–	311
2026 Q2	$230K	Buy	+13,658	New	+$230K	0.05%	237

Other funds holding PCG

MILFAM LLC Stuart, Florida $145M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Fermata Advisors's PCG Position: Q3 2026 in Review

Fermata Advisors sold out of PG&E (PCG) in Q3 2026, closing a stake of 13,658 shares — an estimated $230K sold.

Fermata Advisors first reported a position in PCG in Q2 2026 and held it in 1 quarter. The position peaked at $230K in Q2 2026. 111 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

Fermata Advisors reported no remaining PG&E position as of Q3 2026 after selling out during the quarter.
Fermata Advisors sold 13,658 PG&E shares in Q3 2026, an estimated $230K.
Fermata Advisors first reported a position in PG&E in Q2 2026 and held it in 1 quarter.
Fermata Advisors's PG&E position peaked at $230K in Q2 2026.
111 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.