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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 – 1053
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 $6.73T AUM 46.02% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rise Advisors's PCG Position: Q4 2025 in Review

Rise Advisors sold out of PG&E (PCG) in Q4 2025, closing a stake of 1,431 shares — an estimated $21.6K sold.

Rise Advisors first reported a position in PCG in Q1 2024 and held it in 7 quarters. The position peaked at $26.1K in Q4 2024. 881 funds tracked by Wall St. Rank hold PCG as of Q4 2025.

  • Rise Advisors reported no remaining PG&E position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,431 PG&E shares in Q4 2025, an estimated $21.6K.
  • Rise Advisors first reported a position in PG&E in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's PG&E position peaked at $26.1K in Q4 2024.
  • 881 funds tracked by Wall St. Rank held PG&E as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.