Intrua Financial’s PG&E PCG Stock Holding History

Intrua Financial’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
2025 Q4	–	Sell	-19,176	Closed	-$289K	–	479
2025 Q3	$289K	Buy	+19,176	New	+$280K	0.03%	365

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Intrua Financial's PCG Position: Q4 2025 in Review

Intrua Financial sold out of PG&E (PCG) in Q4 2025, closing a stake of 19,176 shares — an estimated $289K sold.

Intrua Financial first reported a position in PCG in Q3 2025 and held it in 1 quarter. The position peaked at $289K in Q3 2025. 880 funds tracked by Wall St. Rank hold PCG as of Q4 2025.

Intrua Financial reported no remaining PG&E position as of Q4 2025 after selling out during the quarter.
Intrua Financial sold 19,176 PG&E shares in Q4 2025, an estimated $289K.
Intrua Financial first reported a position in PG&E in Q3 2025 and held it in 1 quarter.
Intrua Financial's PG&E position peaked at $289K in Q3 2025.
880 funds tracked by Wall St. Rank held PG&E as of Q4 2025.

Based on Intrua Financial's 13F filing for Q4 2025, filed 5 Feb 2026.