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WealthTrak Capital Management’s PG&E PCG Stock Holding History

WealthTrak Capital Management’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
2025
Q2 		– Sell
-95
Closed -$1.63K – 1038
2025
Q1 		$1.63K Buy
95
+20
+27% +$332 ﹤0.01% 422
2024
Q4 		$1.51K Buy
+75
New +$1.53K ﹤0.01% 368

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WealthTrak Capital Management's PCG Position: Q2 2025 in Review

WealthTrak Capital Management sold out of PG&E (PCG) in Q2 2025, closing a stake of 95 shares — an estimated $1.63K sold.

WealthTrak Capital Management first reported a position in PCG in Q4 2024 and held it in 2 quarters. The position peaked at $1.63K in Q1 2025. 758 funds tracked by Wall St. Rank hold PCG as of Q2 2025.

  • WealthTrak Capital Management reported no remaining PG&E position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 95 PG&E shares in Q2 2025, an estimated $1.63K.
  • WealthTrak Capital Management first reported a position in PG&E in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's PG&E position peaked at $1.63K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held PG&E as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.