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

Medallion 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
Q1 		$7.59K Hold
432
– – ﹤0.01% 810
2025
Q4 		$6.94K Sell
432
-50
-10% -$799 ﹤0.01% 807
2025
Q3 		$7.27K Hold
482
– – ﹤0.01% 804
2025
Q2 		$6.81K Hold
482
– – ﹤0.01% 791
2025
Q1 		$8.33K Buy
482
+432
+864% +$7.17K ﹤0.01% 717
2024
Q4 		$1.01K Buy
+50
New +$1.02K ﹤0.01% 926

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

Medallion Wealth Advisors's PCG Position: Q1 2026 in Review

Medallion Wealth Advisors held its PG&E (PCG) position steady in Q1 2026 at 432 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Medallion Wealth Advisors first reported a position in PCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.33K in Q1 2025. 902 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Medallion Wealth Advisors held 432 shares of PG&E worth $7.59K as of Q1 2026.
  • Medallion Wealth Advisors left its PG&E share count unchanged in Q1 2026.
  • PG&E made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #810 holding.
  • Medallion Wealth Advisors first reported a position in PG&E in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's PG&E position peaked at $8.33K in Q1 2025.
  • 902 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.