Global Retirement Partners’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $848K | Buy |
+50,432
| New | +$849K | 0.01% | 812 |
|
|
2025
Q4 | $219K | Buy |
13,615
+2,365
| +21% | +$37.8K | ﹤0.01% | 1414 |
|
|
2025
Q3 | $170K | Sell |
11,250
-67
| -0.6% | -$977 | ﹤0.01% | 1261 |
|
|
2025
Q2 | $158K | Buy |
+11,317
| New | +$184K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $242K | Buy |
11,992
+2,815
| +31% | +$57.3K | 0.01% | 871 |
|
|
2024
Q3 | $181K | Sell |
9,177
-1,870
| -17% | -$35K | 0.01% | 950 |
|
|
2024
Q2 | $193K | Buy |
11,047
+1,772
| +19% | +$31.2K | 0.01% | 902 |
|
|
2024
Q1 | $155K | Buy |
9,275
+691
| +8% | +$11.6K | 0.01% | 890 |
|
|
2023
Q4 | $147K | Sell |
8,584
-26
| -0.3% | -$439 | 0.01% | 875 |
|
|
2023
Q3 | $131K | Buy |
8,610
+146
| +2% | +$2.51K | 0.01% | 836 |
|
|
2023
Q2 | $146K | Hold |
8,464
| – | – | 0.01% | 805 |
|
|
2023
Q1 | $146K | Buy |
8,464
+1,258
| +17% | +$19.9K | 0.01% | 787 |
|
|
2022
Q4 | $117K | Sell |
7,206
-36
| -0.5% | -$544 | 0.01% | 763 |
|
|
2022
Q3 | $108K | Buy |
7,242
+718
| +11% | +$8.41K | 0.01% | 751 |
|
|
2022
Q2 | $65K | Hold |
6,524
| – | – | 0.01% | 897 |
|
|
2022
Q1 | $78K | Buy |
+6,524
| New | +$77.1K | 0.01% | 844 |
|
|
2021
Q4 | – | Sell |
-4,468
| Closed | -$43K | – | 1323 |
|
|
2021
Q3 | $43K | Buy |
4,468
+2,770
| +163% | +$26.2K | ﹤0.01% | 906 |
|
|
2021
Q2 | $17K | Sell |
1,698
-1,070
| -39% | -$11.5K | ﹤0.01% | 1237 |
|
|
2021
Q1 | $32K | Buy |
2,768
+1,677
| +154% | +$19.5K | ﹤0.01% | 952 |
|
|
2020
Q4 | $14K | Hold |
1,091
| – | – | ﹤0.01% | 1164 |
|
|
2020
Q3 | $10K | Hold |
1,091
| – | – | ﹤0.01% | 1145 |
|
|
2020
Q2 | $10K | Buy |
1,091
+1,070
| +5,095% | +$11.7K | ﹤0.01% | 1116 |
|
|
2020
Q1 | $0 | Buy |
21
+12
| +133% | +$159 | ﹤0.01% | 1663 |
|
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1681 |
|
|
2019
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1674 |
|
|
2019
Q1 | $0 | Sell |
9
-85
| -90% | -$1.37K | ﹤0.01% | 1553 |
|
|
2018
Q4 | $2K | Sell |
94
-873
| -90% | -$31.2K | ﹤0.01% | 1346 |
|
|
2018
Q3 | $44K | Hold |
967
| – | – | 0.01% | 596 |
|
|
2018
Q2 | $41K | Sell |
967
-72
| -7% | -$3.12K | 0.01% | 587 |
|
|
2018
Q1 | $46K | Sell |
1,039
-68
| -6% | -$2.88K | 0.01% | 549 |
|
|
2017
Q4 | $50K | Buy |
1,107
+876
| +379% | +$49.1K | 0.01% | 493 |
|
|
2017
Q3 | $16K | Hold |
231
| – | – | 0.01% | 708 |
|
|
2017
Q2 | $15K | Sell |
231
-147
| -39% | -$9.9K | 0.01% | 678 |
|
|
2017
Q1 | $25K | Sell |
378
-521
| -58% | -$33.2K | 0.01% | 513 |
|
|
2016
Q4 | $55K | Buy |
+899
| New | +$53.9K | 0.04% | 339 |
|
Other funds holding PCG
Global Retirement Partners's PCG Position: Q2 2026 in Review
Global Retirement Partners opened a new position in PG&E (PCG) in Q2 2026: 50,432 shares worth $848K. The stake represents 0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PCG as recently as Q4 2025.
Global Retirement Partners first reported a position in PCG in Q4 2016 and has held it in 36 quarters since. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.
- Global Retirement Partners held 50,432 shares of PG&E worth $848K as of Q2 2026.
- PG&E was a new Global Retirement Partners position in Q2 2026.
- PG&E made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #812 holding.
- Global Retirement Partners first reported a position in PG&E in Q4 2016 and has held it in 36 quarters since.
- 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.