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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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 $432B AUM 30.22% 1-Year Est. Return

Waypoint Wealth Counsel's PCG Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its PG&E (PCG) stake by 7% in Q1 2026, selling an estimated $75.5K and leaving 58,933 shares worth $1.04M. The position accounts for 0.54% of the portfolio, ranked #31.

Waypoint Wealth Counsel first reported a position in PCG in Q3 2025 and has held it in 3 quarters since. 902 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Waypoint Wealth Counsel held 58,933 shares of PG&E worth $1.04M as of Q1 2026.
  • Waypoint Wealth Counsel sold 4,439 PG&E shares in Q1 2026, an estimated $75.5K.
  • PG&E made up 0.54% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #31 holding.
  • Waypoint Wealth Counsel first reported a position in PG&E in Q3 2025 and has held it in 3 quarters since.
  • 902 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.