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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TriaGen Wealth Management's PCG Position: Q1 2025 in Review

TriaGen Wealth Management sold out of PG&E (PCG) in Q1 2025, closing a stake of 20,392 shares — an estimated $412K sold.

TriaGen Wealth Management first reported a position in PCG in Q4 2022 and held it in 9 quarters. The position peaked at $412K in Q4 2024. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

  • TriaGen Wealth Management reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 20,392 PG&E shares in Q1 2025, an estimated $412K.
  • TriaGen Wealth Management first reported a position in PG&E in Q4 2022 and held it in 9 quarters.
  • TriaGen Wealth Management's PG&E position peaked at $412K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on TriaGen Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.