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

Private 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
2026 Q1	$14.4K	Buy	819 +10	+1%	+$170	﹤0.01%	420
2025 Q4	$13K	Sell	809 -10	-1%	-$160	﹤0.01%	432
2025 Q3	$12.4K	Buy	819 +636	+348%	+$9.28K	﹤0.01%	454
2025 Q2	$2.55K	Sell	183 -361	-66%	-$5.87K	﹤0.01%	1004
2025 Q1	$9.35K	Sell	544 -594	-52%	-$9.85K	﹤0.01%	494
2024 Q4	$23K	Buy	1,138 +107	+10%	+$2.18K	0.01%	273
2024 Q3	$20.4K	Hold	1,031	–	–	0.01%	283
2024 Q2	$18K	Buy	1,031 +619	+150%	+$10.9K	0.01%	297
2024 Q1	$6.91K	Buy	412 +24	+6%	+$402	﹤0.01%	519
2023 Q4	$7K	Buy	+388	New	+$6.55K	﹤0.01%	505

Other funds holding PCG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return