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Waypoint Wealth Counsel’s PG&E PCG Stock Holding History

Waypoint Wealth Counsel’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 		$578K Sell
34,349
-24,584
-42% -$414K 0.36% 47
2026
Q1 		$1.04M Sell
58,933
-4,439
-7% -$75.5K 0.54% 31
2025
Q4 		$1.02M Buy
63,372
+16,384
+35% +$262K 0.37% 52
2025
Q3 		$709K Buy
+46,988
New +$685K 0.28% 57

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

Waypoint Wealth Counsel's PCG Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its PG&E (PCG) stake by 42% in Q2 2026, selling an estimated $414K and leaving 34,349 shares worth $578K. The position accounts for 0.36% of the portfolio, ranked #47.

Waypoint Wealth Counsel first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q1 2026. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Waypoint Wealth Counsel held 34,349 shares of PG&E worth $578K as of Q2 2026.
  • Waypoint Wealth Counsel sold 24,584 PG&E shares in Q2 2026, an estimated $414K.
  • PG&E made up 0.36% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #47 holding.
  • Waypoint Wealth Counsel first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's PG&E position peaked at $1.04M in Q1 2026.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.