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Wood Tarver Financial Group’s PG&E PCG Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-77
Closed -$1K – 496
2025
Q2 		$1K Hold
77
– – ﹤0.01% 562
2025
Q1 		$1.32K Hold
77
– – ﹤0.01% 555
2024
Q4 		$1K Buy
+77
New +$1.57K ﹤0.01% 563

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wood Tarver Financial Group's PCG Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of PG&E (PCG) in Q3 2025, closing a stake of 77 shares — an estimated $1K sold.

Wood Tarver Financial Group first reported a position in PCG in Q4 2024 and held it in 3 quarters. The position peaked at $1.32K in Q1 2025. 829 funds tracked by Wall St. Rank hold PCG as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining PG&E position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 77 PG&E shares in Q3 2025, an estimated $1K.
  • Wood Tarver Financial Group first reported a position in PG&E in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's PG&E position peaked at $1.32K in Q1 2025.
  • 829 funds tracked by Wall St. Rank held PG&E as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.