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Garton & Associates Financial Advisors’s PG&E PCG Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-600
Closed -$9.64K – 528
2025
Q4 		$9.64K Buy
+600
New +$9.58K 0.01% 842

Other funds holding PCG

BlackRock
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Garton & Associates Financial Advisors's PCG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of PG&E (PCG) in Q1 2026, closing a stake of 600 shares — an estimated $9.64K sold.

Garton & Associates Financial Advisors first reported a position in PCG in Q4 2025 and held it in 1 quarter. The position peaked at $9.64K in Q4 2025. 907 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining PG&E position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 600 PG&E shares in Q1 2026, an estimated $9.64K.
  • Garton & Associates Financial Advisors first reported a position in PG&E in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's PG&E position peaked at $9.64K in Q4 2025.
  • 907 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.