Unique Wealth Strategies’s PG&E PCG Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-90	Closed	-$1.51K	–	538
2024 Q2	$1.51K	Buy	+90	New	+$1.58K	﹤0.01%	511

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Unique Wealth Strategies's PCG Position: Q3 2024 in Review

Unique Wealth Strategies sold out of PG&E (PCG) in Q3 2024, closing a stake of 90 shares — an estimated $1.51K sold.

Unique Wealth Strategies first reported a position in PCG in Q2 2024 and held it in 1 quarter. The position peaked at $1.51K in Q2 2024. 676 funds tracked by Wall St. Rank hold PCG as of Q3 2024.

Unique Wealth Strategies reported no remaining PG&E position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 90 PG&E shares in Q3 2024, an estimated $1.51K.
Unique Wealth Strategies first reported a position in PG&E in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's PG&E position peaked at $1.51K in Q2 2024.
676 funds tracked by Wall St. Rank held PG&E as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.