TWM
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TriaGen Wealth Management’s PG&E PCG Stock Holding History

TriaGen 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
2025
Q1 		– Sell
-20,392
Closed -$412K – 188
2024
Q4 		$412K Buy
20,392
+560
+3% +$11.4K 0.14% 118
2024
Q3 		$392K Buy
19,832
+101
+0.5% +$1.89K 0.13% 122
2024
Q2 		$345K Buy
19,731
+57
+0.3% +$1K 0.13% 126
2024
Q1 		$330K Sell
19,674
-435
-2% -$7.29K 0.14% 126
2023
Q4 		$363K Buy
20,109
+1,192
+6% +$20.1K 0.17% 113
2023
Q3 		$305K Buy
18,917
+18
+0.1% +$309 0.16% 113
2023
Q2 		$327K Buy
18,899
+98
+0.5% +$1.66K 0.15% 126
2023
Q1 		$304K Hold
18,801
– – 0.15% 121
2022
Q4 		$306K Buy
+18,801
New +$284K 0.17% 128

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return