GSWM
PCG icon

Golden State Wealth Management’s PG&E PCG Stock Holding History

Golden State 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 		$19.9K Sell
1,184
-131
-10% -$2.21K ﹤0.01% 949
2026
Q1 		$23.1K Buy
1,315
+735
+127% +$12.5K ﹤0.01% 883
2025
Q4 		$9.32K Hold
580
– – ﹤0.01% 1125
2025
Q3 		$8.75K Sell
580
-2,754
-83% -$40.2K ﹤0.01% 1132
2025
Q2 		$46.5K Sell
3,334
-135
-4% -$2.2K 0.01% 665
2025
Q1 		$59.6K Buy
3,469
+2,816
+431% +$46.7K 0.01% 559
2024
Q4 		$13.2K Buy
+653
New +$13.3K ﹤0.01% 882
2021
Q1 		– Sell
-10,531
Closed -$131K – 228
2020
Q4 		$131K Buy
10,531
+4,154
+65% +$47K 0.04% 236
2020
Q3 		$60K Buy
+6,377
New +$59.1K 0.02% 313
2020
Q2 		– Sell
-3,276
Closed -$29K – 730
2020
Q1 		$29K Buy
+3,276
New +$43.5K 0.01% 449
2019
Q4 		– Sell
-3,965
Closed -$40K – 674
2019
Q3 		$40K Buy
3,965
+300
+8% +$4.54K 0.01% 477
2019
Q2 		$84K Hold
3,665
– – 0.03% 356
2019
Q1 		$65K Buy
+3,665
New +$59.2K 0.02% 392

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

Golden State Wealth Management's PCG Position: Q2 2026 in Review

Golden State Wealth Management reduced its PG&E (PCG) stake by 10% in Q2 2026, selling an estimated $2.21K and leaving 1,184 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Golden State Wealth Management first reported a position in PCG in Q1 2019 and has held it in 13 quarters since. The position peaked at $131K in Q4 2020. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Golden State Wealth Management held 1,184 shares of PG&E worth $19.9K as of Q2 2026.
  • Golden State Wealth Management sold 131 PG&E shares in Q2 2026, an estimated $2.21K.
  • PG&E made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #949 holding.
  • Golden State Wealth Management first reported a position in PG&E in Q1 2019 and has held it in 13 quarters since.
  • Golden State Wealth Management's PG&E position peaked at $131K in Q4 2020.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.