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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return