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Vise Technologies’s PG&E PCG Stock Holding History

Vise Technologies’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 		$227K Hold
14,154
– – ﹤0.01% 1313
2025
Q4 		$227K Buy
14,154
+917
+7% +$14.6K ﹤0.01% 1323
2025
Q3 		$200K Sell
13,237
-238
-2% -$3.47K 0.01% 1134
2025
Q2 		$188K Buy
+13,475
New +$219K 0.01% 999
2024
Q4 		$252K Buy
+12,489
New +$254K 0.02% 675
2024
Q1 		– Sell
-15,945
Closed -$287K – 394
2023
Q4 		$287K Sell
15,945
-7,392
-32% -$125K 0.06% 280
2023
Q3 		$376K Buy
23,337
+3,648
+19% +$62.7K 0.09% 211
2023
Q2 		$340K Sell
19,689
-402
-2% -$6.81K 0.08% 228
2023
Q1 		$325K Sell
20,091
-1,862
-8% -$29.4K 0.09% 235
2022
Q4 		$357K Buy
21,953
+5,328
+32% +$80.6K 0.11% 200
2022
Q3 		$208K Buy
+16,625
New +$195K 0.08% 277

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VCM
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State Street
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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