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HB Wealth Management’s PG&E PCG Stock Holding History

HB 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 		$2.02M Buy
120,064
+17,805
+17% +$300K 0.01% 475
2026
Q1 		$1.8M Buy
102,259
+41,885
+69% +$713K 0.01% 459
2025
Q4 		$970K Buy
60,374
+22,003
+57% +$351K 0.01% 636
2025
Q3 		$579K Buy
38,371
+22,224
+138% +$324K ﹤0.01% 798
2025
Q2 		$225K Sell
16,147
-8,041
-33% -$131K ﹤0.01% 1061
2025
Q1 		$416K Sell
24,188
-4,268
-15% -$70.8K ﹤0.01% 827
2024
Q4 		$574K Buy
28,456
+1,187
+4% +$24.1K 0.01% 573
2024
Q3 		$539K Buy
27,269
+1,695
+7% +$31.7K 0.01% 565
2024
Q2 		$447K Buy
25,574
+7,072
+38% +$124K 0.01% 577
2024
Q1 		$310K Buy
18,502
+25
+0.1% +$419 ﹤0.01% 645
2023
Q4 		$333K Buy
18,477
+131
+0.7% +$2.21K ﹤0.01% 574
2023
Q3 		$296K Buy
18,346
+5,339
+41% +$91.8K ﹤0.01% 575
2023
Q2 		$225K Buy
13,007
+1,245
+11% +$21.1K ﹤0.01% 637
2023
Q1 		$190K Buy
+11,762
New +$186K ﹤0.01% 679

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

HB Wealth Management's PCG Position: Q2 2026 in Review

HB Wealth Management increased its PG&E (PCG) stake by 17% in Q2 2026, buying an estimated $300K and bringing the position to 120,064 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #475.

HB Wealth Management first reported a position in PCG in Q1 2023 and has held it in 14 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • HB Wealth Management held 120,064 shares of PG&E worth $2.02M as of Q2 2026.
  • HB Wealth Management bought 17,805 PG&E shares in Q2 2026, an estimated $300K.
  • PG&E made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #475 holding.
  • HB Wealth Management first reported a position in PG&E in Q1 2023 and has held it in 14 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.