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Omnia Family Wealth’s PG&E PCG Stock Holding History

Omnia Family Wealth’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 		$181K Buy
+10,712
New +$180K 0.05% 102
2018
Q4 		– Sell
-67
Closed -$3K – 598
2018
Q3 		$3K Hold
67
– – ﹤0.01% 383
2018
Q2 		$3K Hold
67
– – ﹤0.01% 365
2018
Q1 		$3K Buy
+67
New +$2.84K ﹤0.01% 376
2017
Q4 		– Sell
-1,449
Closed -$99K – 631
2017
Q3 		$99K Buy
1,449
+1,430
+7,526% +$98K 0.05% 116
2017
Q2 		$1K Sell
19
-1,588
-99% -$107K ﹤0.01% 674
2017
Q1 		$107K Buy
1,607
+13
+0.8% +$829 0.05% 114
2016
Q4 		$98K Buy
+1,594
New +$95.5K 0.05% 118

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

Omnia Family Wealth's PCG Position: Q2 2026 in Review

Omnia Family Wealth opened a new position in PG&E (PCG) in Q2 2026: 10,712 shares worth $181K. The stake represents 0.05% of the portfolio and ranks #102 among its holdings. This is a return to the name: Omnia Family Wealth previously reported a position in PCG as recently as Q3 2018.

Omnia Family Wealth first reported a position in PCG in Q4 2016 and has held it in 8 quarters since. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Omnia Family Wealth held 10,712 shares of PG&E worth $181K as of Q2 2026.
  • PG&E was a new Omnia Family Wealth position in Q2 2026.
  • PG&E made up 0.05% of Omnia Family Wealth's portfolio in Q2 2026, its #102 holding.
  • Omnia Family Wealth first reported a position in PG&E in Q4 2016 and has held it in 8 quarters since.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.