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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return