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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
Q2 		– Sell
-14,757
Closed -$259K – 596
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 $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

Triad Wealth Partners's PCG Position: Q2 2026 in Review

Triad Wealth Partners sold out of PG&E (PCG) in Q2 2026, closing a stake of 14,757 shares — an estimated $259K sold.

Triad Wealth Partners first reported a position in PCG in Q2 2024 and held it in 4 quarters. The position peaked at $259K in Q1 2026. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Triad Wealth Partners reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 14,757 PG&E shares in Q2 2026, an estimated $259K.
  • Triad Wealth Partners first reported a position in PG&E in Q2 2024 and held it in 4 quarters.
  • Triad Wealth Partners's PG&E position peaked at $259K in Q1 2026.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.