JRPIM
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Journey Retirement Planning & Investment Management’s PG&E PCG Stock Holding History

Journey Retirement Planning & Investment 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 		$261K Buy
15,507
+2,641
+21% +$44.4K 0.2% 124
2026
Q1 		$226K Sell
12,866
-18,133
-58% -$309K 0.2% 122
2025
Q4 		$498K Buy
+30,999
New +$495K 0.1% 147

Other funds holding PCG

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Journey Retirement Planning & Investment Management's PCG Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its PG&E (PCG) stake by 21% in Q2 2026, buying an estimated $44.4K and bringing the position to 15,507 shares worth $261K. The position accounts for 0.2% of the portfolio, ranked #124.

Journey Retirement Planning & Investment Management first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $498K in Q4 2025. 322 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 15,507 shares of PG&E worth $261K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 2,641 PG&E shares in Q2 2026, an estimated $44.4K.
  • PG&E made up 0.2% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #124 holding.
  • Journey Retirement Planning & Investment Management first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's PG&E position peaked at $498K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.