Sagespring Wealth Partners
PCG icon

Sagespring Wealth Partners’s PG&E PCG Stock Holding History

Sagespring Wealth Partners’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 		– Sell
-11,123
Closed -$187K – 918
2026
Q2 		$187K Buy
+11,123
New +$187K ﹤0.01% 831
2025
Q3 		– Sell
-10,365
Closed -$144K – 760
2025
Q2 		$144K Buy
+10,365
New +$169K ﹤0.01% 704

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Deutsche Bank
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sagespring Wealth Partners's PCG Position: Q3 2026 in Review

Sagespring Wealth Partners sold out of PG&E (PCG) in Q3 2026, closing a stake of 11,123 shares — an estimated $187K sold.

Sagespring Wealth Partners first reported a position in PCG in Q2 2025 and held it in 2 quarters. The position peaked at $187K in Q2 2026. 466 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Sagespring Wealth Partners reported no remaining PG&E position as of Q3 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 11,123 PG&E shares in Q3 2026, an estimated $187K.
  • Sagespring Wealth Partners first reported a position in PG&E in Q2 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's PG&E position peaked at $187K in Q2 2026.
  • 466 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.