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Physician Wealth Advisors’s PG&E PCG Stock Holding History

Physician Wealth 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
2026
Q2 		$17.8K Buy
1,058
+218
+26% +$3.67K ﹤0.01% 702
2026
Q1 		$14.8K Buy
840
+35
+4% +$596 ﹤0.01% 698
2025
Q4 		$12.9K Buy
805
+258
+47% +$4.12K ﹤0.01% 693
2025
Q3 		$8.25K Buy
547
+424
+345% +$6.18K ﹤0.01% 800
2025
Q2 		$1.72K Buy
123
+81
+193% +$1.32K ﹤0.01% 1107
2025
Q1 		$722 Buy
+42
New +$697 ﹤0.01% 1266

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

Physician Wealth Advisors's PCG Position: Q2 2026 in Review

Physician Wealth Advisors increased its PG&E (PCG) stake by 26% in Q2 2026, buying an estimated $3.67K and bringing the position to 1,058 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Physician Wealth Advisors first reported a position in PCG in Q1 2025 and has held it in 6 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Physician Wealth Advisors held 1,058 shares of PG&E worth $17.8K as of Q2 2026.
  • Physician Wealth Advisors bought 218 PG&E shares in Q2 2026, an estimated $3.67K.
  • PG&E made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #702 holding.
  • Physician Wealth Advisors first reported a position in PG&E in Q1 2025 and has held it in 6 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.