Wealth Enhancement Trust Services
PCG icon

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

Wealth Enhancement Trust 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
Q3 		$4.67K Sell
381
-2,618
-87% -$42K ﹤0.01% 647
2026
Q2 		$50.4K Buy
+2,999
New +$50.5K 0.01% 476

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Fidelity Investments
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Vanguard Portfolio Management
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Geode Capital Management
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Massachusetts Financial Services
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Capital Research Global Investors
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Wealth Enhancement Trust Services's PCG Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its PG&E (PCG) stake by 87% in Q3 2026, selling an estimated $42K and leaving 381 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Wealth Enhancement Trust Services first reported a position in PCG in Q2 2026 and has held it in 2 quarters since. The position peaked at $50.4K in Q2 2026. 677 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Wealth Enhancement Trust Services held 381 shares of PG&E worth $4.67K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 2,618 PG&E shares in Q3 2026, an estimated $42K.
  • PG&E made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #647 holding.
  • Wealth Enhancement Trust Services first reported a position in PG&E in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's PG&E position peaked at $50.4K in Q2 2026.
  • 677 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.