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Potentia Wealth’s PG&E PCG Stock Holding History

Potentia Wealth’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$566K Sell
40,574
-6,889
-15% -$96K 0.32% 39
2025
Q1 		$815K Sell
47,463
-12,070
-20% -$207K 0.38% 36
2024
Q4 		$1.2M Buy
+59,533
New +$1.2M 0.53% 30