FGAM
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Financial Gravity Asset Management’s PG&E PCG Stock Holding History

Financial Gravity Asset 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
2025
Q3 		– Hold
0
– – – 964
2019
Q4 		$11K Hold
50
– – 0.01% 1179
2019
Q3 		$1K Buy
50
+28
+127% +$424 ﹤0.01% 1083
2019
Q2 		$1K Sell
22
-23
-51% -$462 ﹤0.01% 1108
2019
Q1 		$1K Buy
+45
New +$727 ﹤0.01% 1159
2018
Q3 		$7K Buy
147
+3
+2% +$134 0.01% 658
2018
Q2 		$6K Buy
144
+27
+23% +$1.17K 0.01% 701
2018
Q1 		$5K Buy
+117
New +$4.96K 0.01% 741

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Financial Gravity Asset Management's PCG Position: Q3 2025 in Review

Financial Gravity Asset Management held its PG&E (PCG) position steady in Q3 2025 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Financial Gravity Asset Management first reported a position in PCG in Q1 2018 and has held it in 7 quarters since. The position peaked at $11K in Q4 2019. 829 funds tracked by Wall St. Rank hold PCG as of Q3 2025.

  • Financial Gravity Asset Management held 0 shares of PG&E worth $1 as of Q3 2025.
  • Financial Gravity Asset Management left its PG&E share count unchanged in Q3 2025.
  • PG&E made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2025, its #964 holding.
  • Financial Gravity Asset Management first reported a position in PG&E in Q1 2018 and has held it in 7 quarters since.
  • Financial Gravity Asset Management's PG&E position peaked at $11K in Q4 2019.
  • 829 funds tracked by Wall St. Rank held PG&E as of Q3 2025.

Based on Financial Gravity Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.