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Cherry Tree Wealth Management, LLC

SEC CIK
0001985414
Latest filing
Sep 15, 2026

PCG holding history

PG&E Corp in every 13F filed by Cherry Tree Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PCG overviewAll 13F holders of PCGFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2024
Holdings of PCG by Cherry Tree Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−204−100.0%Sold outHolders
Q4 2025204$3.28K<0.1%00.0%UnchangedHolders
Q3 2025204$3.08K<0.1%00.0%UnchangedHolders
Q2 2025204$2.84K<0.1%00.0%UnchangedHolders
Q1 2025204$3.50K<0.1%00.0%UnchangedHolders
Q4 2024204$4.12K<0.1%+204NewHolders