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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
Q2 		$230K Buy
+13,658
New +$230K 0.05% 237

Other funds holding PCG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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

Fermata Advisors's PCG Position: Q2 2026 in Review

Fermata Advisors opened a new position in PG&E (PCG) in Q2 2026: 13,658 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #237 among its holdings.

100 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Fermata Advisors held 13,658 shares of PG&E worth $230K as of Q2 2026.
  • PG&E was a new Fermata Advisors position in Q2 2026.
  • PG&E made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #237 holding.
  • 100 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.