Retirement Wealth Solutions
PCG icon

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
Q3 		$1.03K Sell
84
-42
-33% -$673 ﹤0.01% 731
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

ML
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Retirement Wealth Solutions's PCG Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its PG&E (PCG) stake by 33% in Q3 2026, selling an estimated $673 and leaving 84 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Retirement Wealth Solutions first reported a position in PCG in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.42K in Q1 2026. 146 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Retirement Wealth Solutions held 84 shares of PG&E worth $1.03K as of Q3 2026.
  • Retirement Wealth Solutions sold 42 PG&E shares in Q3 2026, an estimated $673.
  • PG&E made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #731 holding.
  • Retirement Wealth Solutions first reported a position in PG&E in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's PG&E position peaked at $2.42K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.