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

HBE 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	–	Sell	-10,473	Closed	-$184K	–	60
2026 Q1	$184K	Sell	10,473 -1,396	-12%	-$23.8K	0.16%	53
2025 Q4	$191K	Buy	+11,869	New	+$190K	0.18%	48

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

HBE Wealth Management sold out of PG&E (PCG) in Q2 2026, closing a stake of 10,473 shares — an estimated $184K sold.

HBE Wealth Management first reported a position in PCG in Q4 2025 and held it in 2 quarters. The position peaked at $191K in Q4 2025. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

HBE Wealth Management reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
HBE Wealth Management sold 10,473 PG&E shares in Q2 2026, an estimated $184K.
HBE Wealth Management first reported a position in PG&E in Q4 2025 and held it in 2 quarters.
HBE Wealth Management's PG&E position peaked at $191K in Q4 2025.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

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