HGERS
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Householder Group Estate & Retirement Specialist’s PG&E PCG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-277
Closed -$5K – 991
2024
Q3 		$5K Hold
277
– – ﹤0.01% 938
2024
Q2 		$4K Hold
277
– – ﹤0.01% 974
2024
Q1 		$4.64K Buy
+277
New +$4.64K ﹤0.01% 940

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PCG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PG&E (PCG) in Q4 2024, closing a stake of 277 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in PCG in Q1 2024 and held it in 3 quarters. The position peaked at $5K in Q3 2024. 732 funds tracked by Wall St. Rank hold PCG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining PG&E position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 277 PG&E shares in Q4 2024, an estimated $5K.
  • Householder Group Estate & Retirement Specialist first reported a position in PG&E in Q1 2024 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's PG&E position peaked at $5K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held PG&E as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.