VWA
PCG icon

Valued Wealth Advisors’s PG&E PCG Stock Holding History

Valued 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
Q1 		$21.8K Buy
1,239
+128
+12% +$2.18K 0.01% 169
2025
Q4 		$17.9K Sell
1,111
-8
-0.7% -$128 0.01% 170
2025
Q3 		$16.9K Sell
1,119
-80
-7% -$1.17K 0.01% 169
2025
Q2 		$16.7K Hold
1,199
– – 0.01% 163
2025
Q1 		$20.6K Buy
1,199
+766
+177% +$12.7K 0.01% 153
2024
Q4 		$8.75K Buy
433
+36
+9% +$732 0.01% 249
2024
Q3 		$7.85K Buy
397
+239
+151% +$4.47K 0.01% 245
2024
Q2 		$2.76K Buy
158
+89
+129% +$1.57K ﹤0.01% 341
2024
Q1 		$1.16K Buy
69
+38
+123% +$637 ﹤0.01% 424
2023
Q4 		$501 Buy
+31
New +$523 ﹤0.01% 435

Other funds holding PCG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return