GCM
PG icon

Generation Capital Management’s Procter & Gamble PG Stock Holding History

Generation Capital Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$596K Hold
4,127
– – 0.44% 45
2025
Q4 		$591K Hold
4,127
– – 0.38% 53
2025
Q3 		$634K Hold
4,127
– – 0.46% 49
2025
Q2 		$658K Hold
4,127
– – 0.52% 46
2025
Q1 		$703K Hold
4,127
– – 0.63% 37
2024
Q4 		$692K Buy
+4,127
New +$703K 0.59% 40

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Generation Capital Management's PG Position: Q1 2026 in Review

Generation Capital Management held its Procter & Gamble (PG) position steady in Q1 2026 at 4,127 shares worth $596K. The position accounts for 0.44% of the portfolio, ranked #45.

Generation Capital Management first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $703K in Q1 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Generation Capital Management held 4,127 shares of Procter & Gamble worth $596K as of Q1 2026.
  • Generation Capital Management left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.44% of Generation Capital Management's portfolio in Q1 2026, its #45 holding.
  • Generation Capital Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Generation Capital Management's Procter & Gamble position peaked at $703K in Q1 2025.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.