Third View Private Wealth
PCG icon

Third View Private Wealth’s PG&E PCG Stock Holding History

Third View Private 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
Q3 		– Sell
-95,573
Closed -$1.61M – 297
2026
Q2 		$1.61M Sell
95,573
-6,531
-6% -$110K 0.2% 98
2026
Q1 		$1.79M Buy
102,104
+11,505
+13% +$196K 0.25% 90
2025
Q4 		$1.46M Buy
+90,599
New +$1.45M 0.2% 101

Other funds holding PCG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Third View Private Wealth's PCG Position: Q3 2026 in Review

Third View Private Wealth sold out of PG&E (PCG) in Q3 2026, closing a stake of 95,573 shares — an estimated $1.61M sold.

Third View Private Wealth first reported a position in PCG in Q4 2025 and held it in 3 quarters. The position peaked at $1.79M in Q1 2026. 384 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Third View Private Wealth reported no remaining PG&E position as of Q3 2026 after selling out during the quarter.
  • Third View Private Wealth sold 95,573 PG&E shares in Q3 2026, an estimated $1.61M.
  • Third View Private Wealth first reported a position in PG&E in Q4 2025 and held it in 3 quarters.
  • Third View Private Wealth's PG&E position peaked at $1.79M in Q1 2026.
  • 384 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.