IFWM
PCG icon

Institute for Wealth Management’s PG&E PCG Stock Holding History

Institute for 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 		$430K Buy
24,459
+5
+0% +$85 0.05% 348
2025
Q4 		$393K Buy
+24,454
New +$391K 0.04% 362
2017
Q3 		– Sell
-5,649
Closed -$374K – 355
2017
Q2 		$374K Buy
+5,649
New +$380K 0.1% 272
2014
Q4 		– Sell
-107
Closed -$5K – 46
2014
Q3 		$5K Hold
107
– – ﹤0.01% 56
2014
Q2 		$5K Hold
107
– – ﹤0.01% 57
2014
Q1 		$5K Hold
107
– – ﹤0.01% 67
2013
Q4 		$4K Hold
107
– – ﹤0.01% 69
2013
Q3 		$4K Hold
107
– – ﹤0.01% 61
2013
Q2 		$5K Buy
+107
New +$4.94K ﹤0.01% 95

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