JWM
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JPL Wealth Management’s PG&E PCG Stock Holding History

JPL 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 		$19K Buy
+1,081
New +$18.4K ﹤0.01% 405
2025
Q4 		– Sell
-386
Closed -$5.82K – 825
2025
Q3 		$5.82K Buy
+386
New +$5.63K ﹤0.01% 640

Other funds holding PCG

BlackRock
BlackRock New York $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

JPL Wealth Management's PCG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in PG&E (PCG) in Q1 2026: 1,081 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #405 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PCG as recently as Q3 2025.

JPL Wealth Management first reported a position in PCG in Q3 2025 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • JPL Wealth Management held 1,081 shares of PG&E worth $19K as of Q1 2026.
  • PG&E was a new JPL Wealth Management position in Q1 2026.
  • PG&E made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #405 holding.
  • JPL Wealth Management first reported a position in PG&E in Q3 2025 and has held it in 2 quarters since.
  • 901 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.