RAFFA WEALTH MANAGEMENT, LLC’s PG&E PCG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$3.8K	Buy	226 +49	+28%	+$825	﹤0.01%	655
2026 Q1	$3.11K	Buy	177 +8	+5%	+$136	﹤0.01%	642
2025 Q4	$2.72K	Buy	169 +5	+3%	+$80	﹤0.01%	666
2025 Q3	$2.47K	Buy	164 +44	+37%	+$642	﹤0.01%	655
2025 Q2	$1.67K	Hold	120	–	–	﹤0.01%	736
2025 Q1	$2.06K	Hold	120	–	–	﹤0.01%	625
2024 Q4	$2.42K	Hold	120	–	–	﹤0.01%	617
2024 Q3	$2.37K	Hold	120	–	–	﹤0.01%	595
2024 Q2	$2.1K	Hold	120	–	–	﹤0.01%	711
2024 Q1	$2.01K	Hold	120	–	–	﹤0.01%	712
2023 Q4	$2.16K	Hold	120	–	–	﹤0.01%	592
2023 Q3	$1.94K	Hold	120	–	–	﹤0.01%	592
2023 Q2	$2.07K	Hold	120	–	–	﹤0.01%	595
2023 Q1	$1.94K	Hold	120	–	–	﹤0.01%	619
2022 Q4	$1.95K	Hold	120	–	–	﹤0.01%	599
2022 Q3	$1.5K	Hold	120	–	–	﹤0.01%	684
2022 Q2	$1.2K	Hold	120	–	–	﹤0.01%	757
2022 Q1	$1.43K	Hold	120	–	–	﹤0.01%	735
2021 Q4	$1.46K	Hold	120	–	–	﹤0.01%	747
2021 Q3	$1.15K	Hold	120	–	–	﹤0.01%	777
2021 Q2	$1.22K	Hold	120	–	–	﹤0.01%	757
2021 Q1	$1.41K	Buy	120 +49	+69%	+$569	﹤0.01%	735
2020 Q4	$885	Hold	71	–	–	﹤0.01%	766
2020 Q3	$667	Hold	71	–	–	﹤0.01%	759
2020 Q2	$630	Hold	71	–	–	﹤0.01%	773
2020 Q1	$638	Hold	71	–	–	﹤0.01%	698
2019 Q4	$772	Buy	71 +30	+73%	+$257	﹤0.01%	684
2019 Q3	$410	Buy	+41	New	+$620	﹤0.01%	734
2019 Q2	–	Sell	-41	Closed	-$730	–	1205
2019 Q1	$730	Hold	41	–	–	﹤0.01%	667
2018 Q4	$974	Hold	41	–	–	﹤0.01%	545
2018 Q3	$1.89K	Hold	41	–	–	﹤0.01%	407
2018 Q2	$1.75K	Hold	41	–	–	﹤0.01%	399
2018 Q1	$1.8K	Buy	+41	New	+$1.74K	﹤0.01%	382
2017 Q1	–	Sell	-13	Closed	-$790	–	719
2016 Q4	$790	Hold	13	–	–	﹤0.01%	519
2016 Q3	$795	Hold	13	–	–	﹤0.01%	499
2016 Q2	$831	Hold	13	–	–	﹤0.01%	456
2016 Q1	$776	Hold	13	–	–	﹤0.01%	486
2015 Q4	$691	Hold	13	–	–	﹤0.01%	520
2015 Q3	$686	Hold	13	–	–	﹤0.01%	519
2015 Q2	$638	Hold	13	–	–	﹤0.01%	580
2015 Q1	$690	Hold	13	–	–	﹤0.01%	535
2014 Q4	$692	Hold	13	–	–	﹤0.01%	494
2014 Q3	$586	Buy	+13	New	+$598	﹤0.01%	537
2014 Q1	–	Sell	-13	Closed	-$692	–	604
2013 Q4	$692	Buy	+13	New	+$533	﹤0.01%	494

Other funds holding PCG

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MILFAM LLC Stuart, Florida $128M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PCG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its PG&E (PCG) stake by 28% in Q2 2026, buying an estimated $825 and bringing the position to 226 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PCG in Q4 2013 and has held it in 44 quarters since. 253 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 226 shares of PG&E worth $3.8K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 49 PG&E shares in Q2 2026, an estimated $825.
PG&E made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #655 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in PG&E in Q4 2013 and has held it in 44 quarters since.
253 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.