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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
Q2 		$13.9K Sell
827
-254
-23% -$4.27K ﹤0.01% 511
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 $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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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

JPL Wealth Management's PCG Position: Q2 2026 in Review

JPL Wealth Management reduced its PG&E (PCG) stake by 23% in Q2 2026, selling an estimated $4.27K and leaving 827 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

JPL Wealth Management first reported a position in PCG in Q3 2025 and has held it in 3 quarters since. The position peaked at $19K in Q1 2026. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • JPL Wealth Management held 827 shares of PG&E worth $13.9K as of Q2 2026.
  • JPL Wealth Management sold 254 PG&E shares in Q2 2026, an estimated $4.27K.
  • PG&E made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #511 holding.
  • JPL Wealth Management first reported a position in PG&E in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's PG&E position peaked at $19K in Q1 2026.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.