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

GK 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
Q2 		$304K Buy
+18,073
New +$304K 0.16% 157
2026
Q1 		– Sell
-17,662
Closed -$284K – 153
2025
Q4 		$284K Sell
17,662
-2,239
-11% -$35.8K 0.19% 128
2025
Q3 		$300K Buy
19,901
+1,054
+6% +$15.4K 0.22% 110
2025
Q2 		$263K Sell
18,847
-199
-1% -$3.24K 0.24% 110
2025
Q1 		$327K Buy
19,046
+1,895
+11% +$31.4K 0.37% 76
2024
Q4 		$346K Buy
+17,151
New +$349K 0.44% 66

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

GK Wealth Management's PCG Position: Q2 2026 in Review

GK Wealth Management opened a new position in PG&E (PCG) in Q2 2026: 18,073 shares worth $304K. The stake represents 0.16% of the portfolio and ranks #157 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in PCG as recently as Q4 2025.

GK Wealth Management first reported a position in PCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $346K in Q4 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • GK Wealth Management held 18,073 shares of PG&E worth $304K as of Q2 2026.
  • PG&E was a new GK Wealth Management position in Q2 2026.
  • PG&E made up 0.16% of GK Wealth Management's portfolio in Q2 2026, its #157 holding.
  • GK Wealth Management first reported a position in PG&E in Q4 2024 and has held it in 6 quarters since.
  • GK Wealth Management's PG&E position peaked at $346K in Q4 2024.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.