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 $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Prestige Wealth Management Group's PCG Position: Q3 2025 in Review

Prestige Wealth Management Group sold out of PG&E (PCG) in Q3 2025, closing a stake of 90 shares — an estimated $1.26K sold.

Prestige Wealth Management Group first reported a position in PCG in Q4 2022 and held it in 11 quarters. The position peaked at $1.85K in Q4 2022. 829 funds tracked by Wall St. Rank hold PCG as of Q3 2025.

  • Prestige Wealth Management Group reported no remaining PG&E position as of Q3 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 90 PG&E shares in Q3 2025, an estimated $1.26K.
  • Prestige Wealth Management Group first reported a position in PG&E in Q4 2022 and held it in 11 quarters.
  • Prestige Wealth Management Group's PG&E position peaked at $1.85K in Q4 2022.
  • 829 funds tracked by Wall St. Rank held PG&E as of Q3 2025.

Based on Prestige Wealth Management Group's 13F filing for Q3 2025, filed 10 Nov 2025.