PIA
PCG icon

Perennial Investment Advisors’s PG&E PCG Stock Holding History

Perennial Investment 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
2025
Q2 		– Sell
-12,251
Closed -$210K – 492
2025
Q1 		$210K Sell
12,251
-1,917
-14% -$31.8K 0.02% 399
2024
Q4 		$286K Buy
14,168
+186
+1% +$3.78K 0.03% 304
2024
Q3 		$276K Sell
13,982
-240
-2% -$4.49K 0.04% 302
2024
Q2 		$248K Buy
14,222
+345
+2% +$6.07K 0.04% 307
2024
Q1 		$233K Buy
13,877
+400
+3% +$6.71K 0.04% 295
2023
Q4 		$243K Buy
13,477
+1,000
+8% +$16.9K 0.04% 282
2023
Q3 		$201K Hold
12,477
– – 0.04% 312
2023
Q2 		$216K Buy
+12,477
New +$211K 0.04% 306

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return