Intentional Wealth Strategies’s PG&E PCG Stock Holding History

Intentional Wealth Strategies’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	-70	Closed	-$1.23K	–	662
2026 Q1	$1.23K	Buy	+70	New	+$1.19K	﹤0.01%	735

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

Intentional Wealth Strategies's PCG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of PG&E (PCG) in Q2 2026, closing a stake of 70 shares — an estimated $1.23K sold.

Intentional Wealth Strategies first reported a position in PCG in Q1 2026 and held it in 1 quarter. The position peaked at $1.23K in Q1 2026. 930 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Intentional Wealth Strategies reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 70 PG&E shares in Q2 2026, an estimated $1.23K.
Intentional Wealth Strategies first reported a position in PG&E in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's PG&E position peaked at $1.23K in Q1 2026.
930 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.