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Triad Wealth Partners’s PG&E PCG Stock Holding History

Triad Wealth Partners’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 		$259K Buy
14,757
+1,352
+10% +$23K 0.02% 424
2025
Q4 		$215K Sell
13,405
-83
-0.6% -$1.33K 0.02% 443
2025
Q3 		$203K Buy
+13,488
New +$197K 0.03% 364
2024
Q3 		– Sell
-247
Closed -$4.31K – 649
2024
Q2 		$4.31K Buy
+247
New +$4.35K ﹤0.01% 602

Other funds holding PCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's PCG Position: Q1 2026 in Review

Triad Wealth Partners increased its PG&E (PCG) stake by 10% in Q1 2026, buying an estimated $23K and bringing the position to 14,757 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #424.

Triad Wealth Partners first reported a position in PCG in Q2 2024 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Triad Wealth Partners held 14,757 shares of PG&E worth $259K as of Q1 2026.
  • Triad Wealth Partners bought 1,352 PG&E shares in Q1 2026, an estimated $23K.
  • PG&E made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #424 holding.
  • Triad Wealth Partners first reported a position in PG&E in Q2 2024 and has held it in 4 quarters since.
  • 902 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.