PWMG
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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
Q2 		$13.8K Hold
819
– – ﹤0.01% 490
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Wealth Management Group's PCG Position: Q2 2026 in Review

Private Wealth Management Group held its PG&E (PCG) position steady in Q2 2026 at 819 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Private Wealth Management Group first reported a position in PCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $23K in Q4 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Private Wealth Management Group held 819 shares of PG&E worth $13.8K as of Q2 2026.
  • Private Wealth Management Group left its PG&E share count unchanged in Q2 2026.
  • PG&E made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #490 holding.
  • Private Wealth Management Group first reported a position in PG&E in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's PG&E position peaked at $23K in Q4 2024.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.