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LifeGoal Wealth Advisors’s PG&E PCG Stock Holding History

LifeGoal Wealth Advisors’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 		$370K Sell
22,018
-463
-2% -$7.79K 0.17% 83
2026
Q1 		$399K Buy
22,481
+12,284
+120% +$209K 0.23% 64
2025
Q4 		$164K Buy
+10,197
New +$163K 0.11% 74

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

LifeGoal Wealth Advisors's PCG Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its PG&E (PCG) stake by 2.1% in Q2 2026, selling an estimated $7.79K and leaving 22,018 shares worth $370K. The position accounts for 0.17% of the portfolio, ranked #83.

LifeGoal Wealth Advisors first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $399K in Q1 2026. 322 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • LifeGoal Wealth Advisors held 22,018 shares of PG&E worth $370K as of Q2 2026.
  • LifeGoal Wealth Advisors sold 463 PG&E shares in Q2 2026, an estimated $7.79K.
  • PG&E made up 0.17% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • LifeGoal Wealth Advisors first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • LifeGoal Wealth Advisors's PG&E position peaked at $399K in Q1 2026.
  • 322 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.