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PG&E Corporation shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of PG&E Corporation (PCG) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in PG&E Corporation

Tip: Access up to 7 years of quarterly data

All positions including PG&E Corporation held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PG&E Corporation by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 13k 16.07
2025-09-30 $203k 14k 15.08
2024-06-30 $4.3k 247 17.46

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding PG&E Corporation

Vanguard Group
BlackRock
FMR
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
AQR Capital Management
Deutsche Bank Aktiengesellschaft
Ameriprise Financial
Third Point
Jpmorgan Chase & Co
Norges Bank Investment Management
Capital Research Global Investors
Barrow, Hanley, Mewhinney & Strauss
Sessa Capital IM

View all funds holding PG&E Corporation