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Simplicity Wealth’s PG&E PCG Stock Holding History

Simplicity Wealth’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 		$348K Buy
20,714
+6,784
+49% +$114K 0.01% 776
2026
Q1 		$245K Buy
13,930
+1,551
+13% +$26.4K 0.01% 659
2025
Q4 		$199K Buy
+12,379
New +$198K 0.01% 681
2024
Q3 		– Sell
-40,520
Closed -$707K – 1002
2024
Q2 		$707K Sell
40,520
-3,495
-8% -$61.5K 0.02% 633
2024
Q1 		$738K Buy
+44,015
New +$738K 0.02% 611

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Simplicity Wealth's PCG Position: Q2 2026 in Review

Simplicity Wealth increased its PG&E (PCG) stake by 49% in Q2 2026, buying an estimated $114K and bringing the position to 20,714 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #776.

Simplicity Wealth first reported a position in PCG in Q1 2024 and has held it in 5 quarters since. The position peaked at $738K in Q1 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Simplicity Wealth held 20,714 shares of PG&E worth $348K as of Q2 2026.
  • Simplicity Wealth bought 6,784 PG&E shares in Q2 2026, an estimated $114K.
  • PG&E made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #776 holding.
  • Simplicity Wealth first reported a position in PG&E in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's PG&E position peaked at $738K in Q1 2024.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.