GWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$263K Sell
18,847
-199
-1% -$2.77K 0.24% 104
2025
Q1 		$327K Buy
19,046
+1,895
+11% +$32.6K 0.37% 74
2024
Q4 		$346K Buy
+17,151
New +$346K 0.44% 66