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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
Q3 		– Sell
-22,018
Closed -$370K – 225
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

LifeGoal Wealth Advisors's PCG Position: Q3 2026 in Review

LifeGoal Wealth Advisors sold out of PG&E (PCG) in Q3 2026, closing a stake of 22,018 shares — an estimated $370K sold.

LifeGoal Wealth Advisors first reported a position in PCG in Q4 2025 and held it in 3 quarters. The position peaked at $399K in Q1 2026. 26 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • LifeGoal Wealth Advisors reported no remaining PG&E position as of Q3 2026 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 22,018 PG&E shares in Q3 2026, an estimated $370K.
  • LifeGoal Wealth Advisors first reported a position in PG&E in Q4 2025 and held it in 3 quarters.
  • LifeGoal Wealth Advisors's PG&E position peaked at $399K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.