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True Wealth Design’s PG&E PCG Stock Holding History

True Wealth Design’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 		$370K Sell
22,007
-1,815
-8% -$30.5K 0.09% 57
2026
Q1 		$419K Buy
23,822
+9,125
+62% +$155K 0.12% 42
2025
Q4 		$236K Buy
14,697
+4,262
+41% +$68.1K 0.07% 69
2025
Q3 		$157K Buy
10,435
+10,359
+13,630% +$151K 0.05% 97
2025
Q2 		$1.06K Sell
76
-6,857
-99% -$112K ﹤0.01% 1440
2025
Q1 		$119K Buy
6,933
+5,106
+279% +$84.7K 0.05% 71
2024
Q4 		$36.9K Buy
1,827
+1,690
+1,234% +$34.4K 0.01% 226
2024
Q3 		$2.71K Buy
137
+74
+117% +$1.39K ﹤0.01% 703
2024
Q2 		$1.1K Buy
63
+14
+29% +$246 ﹤0.01% 490
2024
Q1 		$822 Buy
49
+21
+75% +$352 ﹤0.01% 507
2023
Q4 		$505 Hold
28
– – ﹤0.01% 468
2023
Q3 		$452 Hold
28
– – ﹤0.01% 444
2023
Q2 		$484 Hold
28
– – ﹤0.01% 451
2023
Q1 		$453 Hold
28
– – ﹤0.01% 547
2022
Q4 		$455 Buy
+28
New +$423 ﹤0.01% 477

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

True Wealth Design's PCG Position: Q2 2026 in Review

True Wealth Design reduced its PG&E (PCG) stake by 7.6% in Q2 2026, selling an estimated $30.5K and leaving 22,007 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #57.

True Wealth Design first reported a position in PCG in Q4 2022 and has held it in 15 quarters since. The position peaked at $419K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • True Wealth Design held 22,007 shares of PG&E worth $370K as of Q2 2026.
  • True Wealth Design sold 1,815 PG&E shares in Q2 2026, an estimated $30.5K.
  • PG&E made up 0.09% of True Wealth Design's portfolio in Q2 2026, its #57 holding.
  • True Wealth Design first reported a position in PG&E in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's PG&E position peaked at $419K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.