GWM
PCG icon

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

Gitterman 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
2025
Q3 		– Sell
-23,546
Closed -$328K – 274
2025
Q2 		$328K Buy
+23,546
New +$383K 0.08% 75

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Gitterman Wealth Management's PCG Position: Q3 2025 in Review

Gitterman Wealth Management sold out of PG&E (PCG) in Q3 2025, closing a stake of 23,546 shares — an estimated $328K sold.

Gitterman Wealth Management first reported a position in PCG in Q2 2025 and held it in 1 quarter. The position peaked at $328K in Q2 2025. 827 funds tracked by Wall St. Rank hold PCG as of Q3 2025.

  • Gitterman Wealth Management reported no remaining PG&E position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 23,546 PG&E shares in Q3 2025, an estimated $328K.
  • Gitterman Wealth Management first reported a position in PG&E in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's PG&E position peaked at $328K in Q2 2025.
  • 827 funds tracked by Wall St. Rank held PG&E as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.