Medallion Wealth Advisors
PCG icon

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
Q3 		$5.29K Sell
432
-5
-1% -$80 ﹤0.01% 835
2026
Q2 		$7.35K Buy
437
+5
+1% +$84 ﹤0.01% 800
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% +$7.16K ﹤0.01% 717
2024
Q4 		$1.01K Buy
+50
New +$1.02K ﹤0.01% 926

Other funds holding PCG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its PG&E (PCG) stake by 1.1% in Q3 2026, selling an estimated $80 and leaving 432 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Medallion Wealth Advisors first reported a position in PCG in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.33K in Q1 2025. 677 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Medallion Wealth Advisors held 432 shares of PG&E worth $5.29K as of Q3 2026.
  • Medallion Wealth Advisors sold 5 PG&E shares in Q3 2026, an estimated $80.
  • PG&E made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q3 2026, its #835 holding.
  • Medallion Wealth Advisors first reported a position in PG&E in Q4 2024 and has held it in 8 quarters since.
  • Medallion Wealth Advisors's PG&E position peaked at $8.33K in Q1 2025.
  • 677 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.