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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
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% +$7.17K ﹤0.01% 717
2024
Q4 		$1.01K Buy
+50
New +$1.02K ﹤0.01% 926

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Medallion Wealth Advisors increased its PG&E (PCG) stake by 1.2% in Q2 2026, buying an estimated $84 and bringing the position to 437 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Medallion Wealth Advisors first reported a position in PCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.33K in Q1 2025. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Medallion Wealth Advisors held 437 shares of PG&E worth $7.35K as of Q2 2026.
  • Medallion Wealth Advisors bought 5 PG&E shares in Q2 2026, an estimated $84.
  • PG&E made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #800 holding.
  • Medallion Wealth Advisors first reported a position in PG&E in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's PG&E position peaked at $8.33K in Q1 2025.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.