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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
Q3 		$244K Buy
19,893
+1,820
+10% +$29.2K 0.14% 138
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GK Wealth Management's PCG Position: Q3 2026 in Review

GK Wealth Management increased its PG&E (PCG) stake by 10% in Q3 2026, buying an estimated $29.2K and bringing the position to 19,893 shares worth $244K. The position accounts for 0.14% of the portfolio, ranked #138.

GK Wealth Management first reported a position in PCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q4 2024. 26 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • GK Wealth Management held 19,893 shares of PG&E worth $244K as of Q3 2026.
  • GK Wealth Management bought 1,820 PG&E shares in Q3 2026, an estimated $29.2K.
  • PG&E made up 0.14% of GK Wealth Management's portfolio in Q3 2026, its #138 holding.
  • GK Wealth Management first reported a position in PG&E in Q4 2024 and has held it in 7 quarters since.
  • GK Wealth Management's PG&E position peaked at $346K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.