RA
PCG icon

Rise Advisors’s PG&E PCG Stock Holding History

Rise Advisors’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
Q4 		– Sell
-1,431
Closed -$21.6K – 1054
2025
Q3 		$21.6K Buy
1,431
+99
+7% +$1.44K 0.01% 533
2025
Q2 		$18.6K Buy
1,332
+2
+0.2% +$33 0.01% 582
2025
Q1 		$22.9K Buy
1,330
+37
+3% +$614 0.01% 436
2024
Q4 		$26.1K Buy
1,293
+1
+0.1% +$20 0.01% 474
2024
Q3 		$25.6K Hold
1,292
– – 0.01% 509
2024
Q2 		$22.6K Buy
1,292
+1
+0.1% +$18 0.01% 547
2024
Q1 		$21.6K Buy
+1,291
New +$21.6K 0.01% 598

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return