Waypoint Wealth Counsel
PCG icon

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
Q3 		$176K Sell
14,357
-19,992
-58% -$320K 0.1% 157
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Waypoint Wealth Counsel's PCG Position: Q3 2026 in Review

Waypoint Wealth Counsel reduced its PG&E (PCG) stake by 58% in Q3 2026, selling an estimated $320K and leaving 14,357 shares worth $176K. The position accounts for 0.1% of the portfolio, ranked #157.

Waypoint Wealth Counsel first reported a position in PCG in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q1 2026. 454 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Waypoint Wealth Counsel held 14,357 shares of PG&E worth $176K as of Q3 2026.
  • Waypoint Wealth Counsel sold 19,992 PG&E shares in Q3 2026, an estimated $320K.
  • PG&E made up 0.1% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #157 holding.
  • Waypoint Wealth Counsel first reported a position in PG&E in Q3 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's PG&E position peaked at $1.04M in Q1 2026.
  • 454 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.