Wealth Enhancement Advisory Services
PCG icon

Wealth Enhancement Advisory Services’s PG&E PCG Stock Holding History

Wealth Enhancement Advisory Services’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 		$24.1M Buy
1,494,739
+487,601
+48% +$8.3M 0.05% 341
2025
Q4 		$16.3M Buy
1,007,138
+399,858
+66% +$6.39M 0.02% 538
2025
Q3 		$9.84M Buy
607,280
+467,880
+336% +$6.82M 0.01% 663
2025
Q2 		$1.94M Sell
139,400
-115,149
-45% -$1.87M ﹤0.01% 1364
2025
Q1 		$4.37M Buy
254,549
+147,964
+139% +$2.45M 0.01% 882
2024
Q4 		$2.15M Buy
106,585
+27,873
+35% +$567K ﹤0.01% 1142
2024
Q3 		$1.56M Buy
78,712
+21,658
+38% +$405K ﹤0.01% 1175
2024
Q2 		$996K Buy
57,054
+22,548
+65% +$397K ﹤0.01% 1279
2024
Q1 		$578K Buy
34,506
+1,507
+5% +$25.3K ﹤0.01% 1492
2023
Q4 		$595K Sell
32,999
-2,045
-6% -$34.5K ﹤0.01% 1411
2023
Q3 		$565K Buy
+35,044
New +$602K ﹤0.01% 1361

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