PCS
PCG icon

Personal CFO Solutions’s PG&E PCG Stock Holding History

Personal CFO Solutions’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
Q1 		– Sell
-12,213
Closed -$246K – 486
2024
Q4 		$246K Buy
+12,213
New +$248K 0.05% 383

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Personal CFO Solutions's PCG Position: Q1 2025 in Review

Personal CFO Solutions sold out of PG&E (PCG) in Q1 2025, closing a stake of 12,213 shares — an estimated $246K sold.

Personal CFO Solutions first reported a position in PCG in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

  • Personal CFO Solutions reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 12,213 PG&E shares in Q1 2025, an estimated $246K.
  • Personal CFO Solutions first reported a position in PG&E in Q4 2024 and held it in 1 quarter.
  • Personal CFO Solutions's PG&E position peaked at $246K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.