PWMG
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Prestige Wealth Management Group’s PG&E PCG Stock Holding History

Prestige Wealth Management Group’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
Q3 		– Sell
-90
Closed -$1.26K – 1029
2025
Q2 		$1.26K Hold
90
– – ﹤0.01% 825
2025
Q1 		$1.55K Hold
90
– – ﹤0.01% 790
2024
Q4 		$1.82K Hold
90
– – ﹤0.01% 798
2024
Q3 		$1.78K Hold
90
– – ﹤0.01% 798
2024
Q2 		$1.57K Hold
90
– – ﹤0.01% 772
2024
Q1 		$1.51K Hold
90
– – ﹤0.01% 812
2023
Q4 		$1.62K Hold
90
– – ﹤0.01% 787
2023
Q3 		$1.45K Hold
90
– – ﹤0.01% 802
2023
Q2 		$1.56K Hold
90
– – ﹤0.01% 818
2023
Q1 		$1.46K Sell
90
-24
-21% -$379 ﹤0.01% 812
2022
Q4 		$1.85K Buy
+114
New +$1.72K ﹤0.01% 850

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return