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WR Wealth Planners’s PG&E PCG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.4K Buy
119
+20
+20% +$407 ﹤0.01% 826
2024
Q3 		$1.96K Hold
99
– – ﹤0.01% 915
2024
Q2 		$1.73K Buy
99
+31
+46% +$546 ﹤0.01% 910
2024
Q1 		$1.14K Buy
+68
New +$1.14K ﹤0.01% 955

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WR Wealth Planners's PCG Position: Q4 2024 in Review

WR Wealth Planners increased its PG&E (PCG) stake by 20% in Q4 2024, buying an estimated $407 and bringing the position to 119 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

WR Wealth Planners first reported a position in PCG in Q1 2024 and has held it in 4 quarters since. 732 funds tracked by Wall St. Rank hold PCG as of Q4 2024.

  • WR Wealth Planners held 119 shares of PG&E worth $2.4K as of Q4 2024.
  • WR Wealth Planners bought 20 PG&E shares in Q4 2024, an estimated $407.
  • PG&E made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #826 holding.
  • WR Wealth Planners first reported a position in PG&E in Q1 2024 and has held it in 4 quarters since.
  • 732 funds tracked by Wall St. Rank held PG&E as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.