Barnes Wealth Management Group, Inc
Position in PG — PROCTER & GAMBLE Co
CIK 2066194
Bakersfield, CA
Position in PG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$308,090
+$18,777 QoQ
Shares Held
2,101
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#3,338
of 4,003 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Barnes Wealth Management Group, Inc holds $532,569 across 2 Household & Personal Products names. PG ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,101 | $308,090 | |
| 2 | KMB |
Kimberly Clark Corp
|
2,045 | $224,479 |
All Filings in PG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,090 | 2,101 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $289,313 | 2,003 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $280,314 | 1,956 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $293,625 | 1,911 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $339,351 | 2,130 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $371,174 | 2,178 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $359,106 | 2,142 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||