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Toth Financial Advisory’s PG&E PCG Stock Holding History

Toth Financial Advisory’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 		$1.31K Buy
+107
New +$1.72K ﹤0.01% 878
2026
Q2 		– Sell
-7
Closed -$123 – 972
2026
Q1 		$123 Hold
7
– – ﹤0.01% 894
2025
Q4 		$113 Buy
+7
New +$112 ﹤0.01% 885
2024
Q1 		– Sell
-1,368
Closed -$24.7K – 761
2023
Q4 		$24.7K Sell
1,368
-798
-37% -$13.5K ﹤0.01% 361
2023
Q3 		$34.9K Buy
+2,166
New +$37.2K 0.01% 302
2023
Q2 		– Sell
-39
Closed -$631 – 862
2023
Q1 		$631 Buy
+39
New +$616 ﹤0.01% 769

Other funds holding PCG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Toth Financial Advisory's PCG Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in PG&E (PCG) in Q3 2026: 107 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in PCG as recently as Q1 2026.

Toth Financial Advisory first reported a position in PCG in Q1 2023 and has held it in 6 quarters since. The position peaked at $34.9K in Q3 2023. 26 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Toth Financial Advisory held 107 shares of PG&E worth $1.31K as of Q3 2026.
  • PG&E was a new Toth Financial Advisory position in Q3 2026.
  • PG&E made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #878 holding.
  • Toth Financial Advisory first reported a position in PG&E in Q1 2023 and has held it in 6 quarters since.
  • Toth Financial Advisory's PG&E position peaked at $34.9K in Q3 2023.
  • 26 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.