VCI Wealth Management’s PG&E PCG Stock Holding History

VCI Wealth Management’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
2025 Q1	–	Sell	-34,299	Closed	-$692K	–	105
2024 Q4	$692K	Buy	+34,299	New	+$698K	0.29%	74

Other funds holding PCG

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

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

VCI Wealth Management's PCG Position: Q1 2025 in Review

VCI Wealth Management sold out of PG&E (PCG) in Q1 2025, closing a stake of 34,299 shares — an estimated $692K sold.

VCI Wealth Management first reported a position in PCG in Q4 2024 and held it in 1 quarter. The position peaked at $692K in Q4 2024. 748 funds tracked by Wall St. Rank hold PCG as of Q1 2025.

VCI Wealth Management reported no remaining PG&E position as of Q1 2025 after selling out during the quarter.
VCI Wealth Management sold 34,299 PG&E shares in Q1 2025, an estimated $692K.
VCI Wealth Management first reported a position in PG&E in Q4 2024 and held it in 1 quarter.
VCI Wealth Management's PG&E position peaked at $692K in Q4 2024.
748 funds tracked by Wall St. Rank held PG&E as of Q1 2025.

Based on VCI Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.