SWM
PCG icon

Spire Wealth Management’s PG&E PCG Stock Holding History

Spire Wealth Management’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 		$24.1K Hold
1,433
– – ﹤0.01% 1390
2026
Q1 		$25.2K Sell
1,433
-111
-7% -$1.89K ﹤0.01% 1357
2025
Q4 		$24.8K Buy
1,544
+460
+42% +$7.35K ﹤0.01% 1405
2025
Q3 		$16.3K Sell
1,084
-28
-3% -$408 ﹤0.01% 1586
2025
Q2 		$15.5K Sell
1,112
-186
-14% -$3.02K ﹤0.01% 1593
2025
Q1 		$22.3K Sell
1,298
-682
-34% -$11.3K ﹤0.01% 1578
2024
Q4 		$40K Buy
1,980
+383
+24% +$7.79K ﹤0.01% 1365
2024
Q3 		$31.6K Buy
1,597
+85
+6% +$1.59K ﹤0.01% 1286
2024
Q2 		$26.4K Sell
1,512
-274
-15% -$4.82K ﹤0.01% 1342
2024
Q1 		$29.9K Buy
1,786
+345
+24% +$5.78K ﹤0.01% 1391
2023
Q4 		$24.4K Buy
1,441
+24
+2% +$405 ﹤0.01% 1467
2023
Q3 		$22.9K Buy
1,417
+367
+35% +$6.31K ﹤0.01% 1452
2023
Q2 		$18.1K Sell
1,050
-207
-16% -$3.5K ﹤0.01% 1624
2023
Q1 		$20.3K Sell
1,257
-130
-9% -$2.05K ﹤0.01% 1611
2022
Q4 		$23K Buy
1,387
+387
+39% +$5.85K ﹤0.01% 1319
2022
Q3 		$13K Hold
1,000
– – ﹤0.01% 1489
2022
Q2 		$10K Hold
1,000
– – ﹤0.01% 1924
2022
Q1 		$12K Hold
1,000
– – ﹤0.01% 1985
2021
Q4 		$12K Hold
1,000
– – ﹤0.01% 2314
2021
Q3 		$10K Hold
1,000
– – ﹤0.01% 2102
2021
Q2 		$10K Sell
1,000
-2,012
-67% -$21.6K ﹤0.01% 2123
2021
Q1 		$36K Buy
+3,012
New +$35K ﹤0.01% 1889

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

Spire Wealth Management's PCG Position: Q2 2026 in Review

Spire Wealth Management held its PG&E (PCG) position steady in Q2 2026 at 1,433 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Spire Wealth Management first reported a position in PCG in Q1 2021 and has held it in 22 quarters since. The position peaked at $40K in Q4 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Spire Wealth Management held 1,433 shares of PG&E worth $24.1K as of Q2 2026.
  • Spire Wealth Management left its PG&E share count unchanged in Q2 2026.
  • PG&E made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1390 holding.
  • Spire Wealth Management first reported a position in PG&E in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's PG&E position peaked at $40K in Q4 2024.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.