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Gibbs Wealth Management’s PG&E PCG Stock Holding History

Gibbs Wealth 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
2026
Q1 		$1.81M Buy
103,049
+52,411
+104% +$892K 0.24% 80
2025
Q4 		$803K Sell
50,638
-3,571
-7% -$57K 0.19% 126
2025
Q3 		$817K Sell
54,209
-8,062
-13% -$118K 0.18% 133
2025
Q2 		$868K Buy
62,271
+14,047
+29% +$228K 0.17% 145
2025
Q1 		$828K Buy
48,224
+13,366
+38% +$222K 0.2% 117
2024
Q4 		$703K Buy
34,858
+6,234
+22% +$127K 0.19% 118
2024
Q3 		$566K Sell
28,624
-3,725
-12% -$69.7K 0.18% 128
2024
Q2 		$565K Buy
32,349
+7,055
+28% +$124K 0.23% 104
2024
Q1 		$424K Buy
+25,294
New +$424K 0.24% 104

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Gibbs Wealth Management's PCG Position: Q1 2026 in Review

Gibbs Wealth Management increased its PG&E (PCG) stake by 104% in Q1 2026, buying an estimated $892K and bringing the position to 103,049 shares worth $1.81M. The position accounts for 0.24% of the portfolio, ranked #80.

Gibbs Wealth Management first reported a position in PCG in Q1 2024 and has held it in 9 quarters since. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Gibbs Wealth Management held 103,049 shares of PG&E worth $1.81M as of Q1 2026.
  • Gibbs Wealth Management bought 52,411 PG&E shares in Q1 2026, an estimated $892K.
  • PG&E made up 0.24% of Gibbs Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Gibbs Wealth Management first reported a position in PG&E in Q1 2024 and has held it in 9 quarters since.
  • 909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.