Mission Wealth Management’s PG&E PCG Stock Holding History

Mission Wealth 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
2026 Q2	$1.04M	Buy	+61,736	New	+$1.04M	0.01%	466
2026 Q1	–	Sell	-10,279	Closed	-$165K	–	762
2025 Q4	$165K	Buy	+10,279	New	+$164K	﹤0.01%	713
2017 Q4	–	Sell	-3,761	Closed	-$256K	–	237
2017 Q3	$256K	Hold	3,761	–	–	0.05%	158
2017 Q2	$250K	Hold	3,761	–	–	0.05%	159
2017 Q1	$250K	Hold	3,761	–	–	0.05%	153
2016 Q4	$229K	Hold	3,761	–	–	0.05%	158
2016 Q3	$230K	Hold	3,761	–	–	0.06%	147
2016 Q2	$240K	Buy	+3,761	New	+$225K	0.06%	130

Other funds holding PCG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mission Wealth Management's PCG Position: Q2 2026 in Review

Mission Wealth Management opened a new position in PG&E (PCG) in Q2 2026: 61,736 shares worth $1.04M. The stake represents 0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in PCG as recently as Q4 2025.

Mission Wealth Management first reported a position in PCG in Q2 2016 and has held it in 8 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Mission Wealth Management held 61,736 shares of PG&E worth $1.04M as of Q2 2026.
PG&E was a new Mission Wealth Management position in Q2 2026.
PG&E made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #466 holding.
Mission Wealth Management first reported a position in PG&E in Q2 2016 and has held it in 8 quarters since.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.