Beta Wealth Group, Inc.
- SEC CIK
- 0001594417
- Latest filing
- Jul 24, 2026
PCQ holding history
PIMCO California Municipal Income Fund in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PCQ overviewAll 13F holders of PCQFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −15,409−100.0% | Sold out | Holders |
| Q3 2024 | 15,409 | $153.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 15,409 | $145.2K | 0.1% | +15,409 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −120,812−100.0% | Sold out | Holders |
| Q1 2022 | 120,812 | $1.90M | 1.3% | +14,175+13.3% | Added | Holders |
| Q4 2021 | 106,637 | $2.02M | 1.5% | 00.0% | Unchanged | Holders |
| Q3 2021 | 106,637 | $2.02M | 1.5% | −450.0% | Reduced | Holders |
| Q2 2021 | 106,682 | $2.03M | 1.4% | +862+0.8% | Added | Holders |
| Q1 2021 | 105,820 | $1.89M | 1.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.