VWA
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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
Q2 		$2.6K Sell
154
-1,085
-88% -$18.3K ﹤0.01% 610
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 $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

Valued Wealth Advisors's PCG Position: Q2 2026 in Review

Valued Wealth Advisors reduced its PG&E (PCG) stake by 88% in Q2 2026, selling an estimated $18.3K and leaving 154 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Valued Wealth Advisors first reported a position in PCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.8K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Valued Wealth Advisors held 154 shares of PG&E worth $2.6K as of Q2 2026.
  • Valued Wealth Advisors sold 1,085 PG&E shares in Q2 2026, an estimated $18.3K.
  • PG&E made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #610 holding.
  • Valued Wealth Advisors first reported a position in PG&E in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's PG&E position peaked at $21.8K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.