GSWM
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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
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 – 693
2020
Q1 		$29K Buy
+3,276
New +$43.5K 0.01% 449
2019
Q4 		– Sell
-3,965
Closed -$40K – 675
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return