NWMG
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National Wealth Management Group’s PG&E PCG Stock Holding History

National Wealth Management Group’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
Q2 		– Sell
-19,745
Closed -$339K – 175
2025
Q1 		$339K Buy
+19,745
New +$327K 0.22% 105

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

National Wealth Management Group's PCG Position: Q2 2025 in Review

National Wealth Management Group sold out of PG&E (PCG) in Q2 2025, closing a stake of 19,745 shares — an estimated $339K sold.

National Wealth Management Group first reported a position in PCG in Q1 2025 and held it in 1 quarter. The position peaked at $339K in Q1 2025. 758 funds tracked by Wall St. Rank hold PCG as of Q2 2025.

  • National Wealth Management Group reported no remaining PG&E position as of Q2 2025 after selling out during the quarter.
  • National Wealth Management Group sold 19,745 PG&E shares in Q2 2025, an estimated $339K.
  • National Wealth Management Group first reported a position in PG&E in Q1 2025 and held it in 1 quarter.
  • National Wealth Management Group's PG&E position peaked at $339K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held PG&E as of Q2 2025.

Based on National Wealth Management Group's 13F filing for Q2 2025, filed 25 Sep 2025.