JTBR
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James T. Borello RIA’s PG&E PCG Stock Holding History

James T. Borello RIA’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 		$2.52K Sell
206
-261
-56% -$4.18K ﹤0.01% 893
2026
Q2 		$7.86K Sell
467
-224
-32% -$3.77K ﹤0.01% 656
2026
Q1 		$12.1K Hold
691
– – ﹤0.01% 503
2025
Q4 		$11.1K Buy
691
+387
+127% +$6.18K ﹤0.01% 389
2025
Q3 		$4.58K Buy
+304
New +$4.43K ﹤0.01% 479

Other funds holding PCG

ML
MILFAM LLC Stuart, Florida $145M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

James T. Borello RIA's PCG Position: Q3 2026 in Review

James T. Borello RIA reduced its PG&E (PCG) stake by 56% in Q3 2026, selling an estimated $4.18K and leaving 206 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

James T. Borello RIA first reported a position in PCG in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.1K in Q1 2026. 92 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • James T. Borello RIA held 206 shares of PG&E worth $2.52K as of Q3 2026.
  • James T. Borello RIA sold 261 PG&E shares in Q3 2026, an estimated $4.18K.
  • PG&E made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #893 holding.
  • James T. Borello RIA first reported a position in PG&E in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's PG&E position peaked at $12.1K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.