Longboard Asset Management’s PG&E PCG Stock Holding History

Longboard Asset 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
2025 Q1	–	Sell	-10,057	Closed	-$203K	–	193
2024 Q4	$203K	Buy	+10,057	New	+$205K	0.54%	138

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Longboard Asset Management's PCG Position: Q1 2025 in Review

Longboard Asset Management sold out of PG&E (PCG) in Q1 2025, closing a stake of 10,057 shares — an estimated $203K sold.

Longboard Asset Management first reported a position in PCG in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

Longboard Asset Management reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
Longboard Asset Management sold 10,057 PG&E shares in Q1 2025, an estimated $203K.
Longboard Asset Management first reported a position in PG&E in Q4 2024 and held it in 1 quarter.
Longboard Asset Management's PG&E position peaked at $203K in Q4 2024.
748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on Longboard Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.