WPC
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Wedmont Private Capital’s PG&E PCG Stock Holding History

Wedmont Private Capital’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 		– Sell
-22,395
Closed -$385K – 1066
2026
Q2 		$385K Buy
22,395
+186
+0.8% +$3.13K 0.01% 650
2026
Q1 		$408K Buy
22,209
+6,669
+43% +$113K 0.01% 564
2025
Q4 		$241K Sell
15,540
-239
-2% -$3.82K 0.01% 713
2025
Q3 		$256K Buy
15,779
+3,648
+30% +$53.2K 0.01% 662
2025
Q2 		$164K Sell
12,131
-2,233
-16% -$36.3K 0.01% 724
2025
Q1 		$243K Sell
14,364
-10,095
-41% -$167K 0.01% 578
2024
Q4 		$420K Buy
24,459
+1,591
+7% +$32.4K 0.02% 438
2024
Q3 		$451K Buy
22,868
+4,991
+28% +$93.4K 0.03% 384
2024
Q2 		$324K Buy
17,877
+2,364
+15% +$41.6K 0.02% 473
2024
Q1 		$264K Buy
15,513
+462
+3% +$7.74K 0.02% 483
2023
Q4 		$272K Buy
15,051
+4,693
+45% +$79.2K 0.02% 455
2023
Q3 		$161K Sell
10,358
-1,283
-11% -$22K 0.02% 476
2023
Q2 		$207K Buy
+11,641
New +$197K 0.02% 464

Other funds holding PCG

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Wedmont Private Capital's PCG Position: Q3 2026 in Review

Wedmont Private Capital sold out of PG&E (PCG) in Q3 2026, closing a stake of 22,395 shares — an estimated $385K sold.

Wedmont Private Capital first reported a position in PCG in Q2 2023 and held it in 13 quarters. The position peaked at $451K in Q3 2024. 26 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Wedmont Private Capital reported no remaining PG&E position as of Q3 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 22,395 PG&E shares in Q3 2026, an estimated $385K.
  • Wedmont Private Capital first reported a position in PG&E in Q2 2023 and held it in 13 quarters.
  • Wedmont Private Capital's PG&E position peaked at $451K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.