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Twin Peaks Wealth Advisors’s PG&E PCG Stock Holding History

Twin Peaks Wealth Advisors’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
-1,255
Closed -$22.1K – 1612
2026
Q1 		$22.1K Buy
+1,255
New +$21.4K 0.01% 676
2025
Q3 		– Sell
-483
Closed -$7.47K – 1526
2025
Q2 		$7.47K Buy
+483
New +$7.86K ﹤0.01% 1086

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

Twin Peaks Wealth Advisors's PCG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of PG&E (PCG) in Q2 2026, closing a stake of 1,255 shares — an estimated $22.1K sold.

Twin Peaks Wealth Advisors first reported a position in PCG in Q2 2025 and held it in 2 quarters. The position peaked at $22.1K in Q1 2026. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,255 PG&E shares in Q2 2026, an estimated $22.1K.
  • Twin Peaks Wealth Advisors first reported a position in PG&E in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's PG&E position peaked at $22.1K in Q1 2026.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.