JSW
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Journey Strategic Wealth’s PG&E PCG Stock Holding History

Journey Strategic Wealth’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 		$525K Buy
29,869
+6,693
+29% +$114K 0.01% 335
2025
Q4 		$372K Buy
23,176
+10,266
+80% +$164K 0.01% 407
2025
Q3 		$195K Buy
+12,910
New +$188K 0.01% 680

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Journey Strategic Wealth's PCG Position: Q1 2026 in Review

Journey Strategic Wealth increased its PG&E (PCG) stake by 29% in Q1 2026, buying an estimated $114K and bringing the position to 29,869 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #335.

Journey Strategic Wealth first reported a position in PCG in Q3 2025 and has held it in 3 quarters since. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Journey Strategic Wealth held 29,869 shares of PG&E worth $525K as of Q1 2026.
  • Journey Strategic Wealth bought 6,693 PG&E shares in Q1 2026, an estimated $114K.
  • PG&E made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #335 holding.
  • Journey Strategic Wealth first reported a position in PG&E in Q3 2025 and has held it in 3 quarters since.
  • 909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.