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Retirement Wealth Solutions’s PG&E PCG Stock Holding History

Retirement Wealth Solutions’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 		$2.12K Sell
126
-12
-9% -$202 ﹤0.01% 517
2026
Q1 		$2.42K Buy
138
+84
+156% +$1.43K ﹤0.01% 464
2025
Q4 		$868 Buy
54
+17
+46% +$272 ﹤0.01% 604
2025
Q3 		$558 Buy
+37
New +$540 ﹤0.01% 684

Other funds holding PCG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Retirement Wealth Solutions's PCG Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its PG&E (PCG) stake by 8.7% in Q2 2026, selling an estimated $202 and leaving 126 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Retirement Wealth Solutions first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.42K in Q1 2026. 143 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Retirement Wealth Solutions held 126 shares of PG&E worth $2.12K as of Q2 2026.
  • Retirement Wealth Solutions sold 12 PG&E shares in Q2 2026, an estimated $202.
  • PG&E made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #517 holding.
  • Retirement Wealth Solutions first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's PG&E position peaked at $2.42K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.