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

Nova 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
2025
Q3 		– Sell
-135
Closed -$1.88K – 709
2025
Q2 		$1.88K Buy
135
+82
+155% +$1.33K ﹤0.01% 571
2025
Q1 		$911 Buy
+53
New +$879 ﹤0.01% 483

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nova Wealth Management's PCG Position: Q3 2025 in Review

Nova Wealth Management sold out of PG&E (PCG) in Q3 2025, closing a stake of 135 shares — an estimated $1.88K sold.

Nova Wealth Management first reported a position in PCG in Q1 2025 and held it in 2 quarters. The position peaked at $1.88K in Q2 2025. 829 funds tracked by Wall St. Rank hold PCG as of Q3 2025.

  • Nova Wealth Management reported no remaining PG&E position as of Q3 2025 after selling out during the quarter.
  • Nova Wealth Management sold 135 PG&E shares in Q3 2025, an estimated $1.88K.
  • Nova Wealth Management first reported a position in PG&E in Q1 2025 and held it in 2 quarters.
  • Nova Wealth Management's PG&E position peaked at $1.88K in Q2 2025.
  • 829 funds tracked by Wall St. Rank held PG&E as of Q3 2025.

Based on Nova Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.