Turning Point Benefit Group’s PG&E PCG Stock Holding History

Turning Point Benefit Group’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	–	Sell	-49	Closed	-$787	–	587
2025 Q4	$787	Hold	49	–	–	﹤0.01%	583
2025 Q3	$767	Buy	+49	New	+$715	﹤0.01%	426

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Turning Point Benefit Group's PCG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of PG&E (PCG) in Q1 2026, closing a stake of 49 shares — an estimated $787 sold.

Turning Point Benefit Group first reported a position in PCG in Q3 2025 and held it in 2 quarters. The position peaked at $787 in Q4 2025. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

Turning Point Benefit Group reported no remaining PG&E position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 49 PG&E shares in Q1 2026, an estimated $787.
Turning Point Benefit Group first reported a position in PG&E in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's PG&E position peaked at $787 in Q4 2025.
909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.