Vision Retirement’s PG&E PCG Stock Holding History

Vision Retirement’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	$3.67K	Sell	218 -37	-15%	-$623	﹤0.01%	534
2026 Q1	$4.48K	Buy	+255	New	+$4.34K	﹤0.01%	501

Other funds holding PCG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Vision Retirement's PCG Position: Q2 2026 in Review

Vision Retirement reduced its PG&E (PCG) stake by 15% in Q2 2026, selling an estimated $623 and leaving 218 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Vision Retirement first reported a position in PCG in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.48K in Q1 2026. 874 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Vision Retirement held 218 shares of PG&E worth $3.67K as of Q2 2026.
Vision Retirement sold 37 PG&E shares in Q2 2026, an estimated $623.
PG&E made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #534 holding.
Vision Retirement first reported a position in PG&E in Q1 2026 and has held it in 2 quarters since.
Vision Retirement's PG&E position peaked at $4.48K in Q1 2026.
874 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.