BetterWealth, LLC

Position in PCG — PG&E Corp

CIK 1911702 SAN JOSE, CA

Position in PCG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$230,955

-$10,298 QoQ

Shares Held

13,731

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#661

of 930 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BetterWealth, LLC holds $917,664 across 2 Utilities - Regulated Electric names. PCG ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ES	Eversource Energy	9,502	$686,709
2	PCG	PG&E Corp This page	13,731	$230,955

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,955	13,731	0.0%	Shares	Sole	2026-07-22
2026-03-31	$241,253	13,731	0.0%	Shares	Sole	2026-04-24
2025-12-31	$220,657	13,731	0.0%	Shares	Sole	2026-01-15
2025-09-30	$207,063	13,731	0.0%	Shares	Sole	2025-10-21
2025-06-30	$191,410	13,731	0.0%	Shares	Sole	2025-07-14
2025-03-31	$235,898	13,731	+0.7%	Shares	Sole	2025-04-28
2024-12-31	$275,073	13,631	+0.2%	Shares	Sole	2025-01-23
2024-09-30	$268,872	13,600	0.0%	Shares	Sole	2024-10-22
2024-06-30	$237,456	13,600	0.0%	Shares	Sole	2024-07-19
2024-03-31	$227,936	13,600	0.0%	Shares	Sole	2024-04-19
2023-12-31	$245,208	13,600	0.0%	Shares	Sole	2024-01-23
2023-09-30	$219,368	13,600	0.0%	Shares	Sole	2023-10-24
2023-06-30	$235,008	13,600	0.0%	Shares	Sole	2023-07-24
2023-03-31	$219,912	13,600	0.0%	Shares	Sole	2023-04-20
2022-12-31	$221,136	13,600	0.0%	Shares	Sole	2023-01-24
2022-09-30	$170,000	13,600	0.0%	Shares	Sole	2022-10-28
2022-06-30	$135,728	13,600	0.0%	Shares	Sole	2022-07-29
2022-03-31	$162,384	13,600	0.0%	Shares	Sole	2022-05-02
2021-12-31	$165,104	13,600	—	Shares	Sole	2022-03-03
No filing history on record for this holder in this stock.