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

Portus 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	–	Sell	-55	Closed	-$966	–	387
2026 Q1	$966	Buy	+55	New	+$936	﹤0.01%	405

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Portus Wealth Advisors sold out of PG&E (PCG) in Q2 2026, closing a stake of 55 shares — an estimated $966 sold.

Portus Wealth Advisors first reported a position in PCG in Q1 2026 and held it in 1 quarter. The position peaked at $966 in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Portus Wealth Advisors reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 55 PG&E shares in Q2 2026, an estimated $966.
Portus Wealth Advisors first reported a position in PG&E in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's PG&E position peaked at $966 in Q1 2026.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.