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Alpha Wealth Funds’s Personalis PSNL Stock Holding History

Alpha Wealth Funds’s Portfolio PSNL Stock Details PSNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,034
Closed -$66K – 59
2025
Q2 		$66K Buy
+10,034
New +$46.6K 0.06% 43

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BWLSA
Blue Water Life Science Advisors Larkspur, California $125M AUM 91.82% 1-Year Est. Return

Alpha Wealth Funds's PSNL Position: Q3 2025 in Review

Alpha Wealth Funds sold out of Personalis (PSNL) in Q3 2025, closing a stake of 10,034 shares — an estimated $66K sold.

Alpha Wealth Funds first reported a position in PSNL in Q2 2025 and held it in 1 quarter. The position peaked at $66K in Q2 2025. 109 funds tracked by Wall St. Rank hold PSNL as of Q3 2025.

  • Alpha Wealth Funds reported no remaining Personalis position as of Q3 2025 after selling out during the quarter.
  • Alpha Wealth Funds sold 10,034 Personalis shares in Q3 2025, an estimated $66K.
  • Alpha Wealth Funds first reported a position in Personalis in Q2 2025 and held it in 1 quarter.
  • Alpha Wealth Funds's Personalis position peaked at $66K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held Personalis as of Q3 2025.

Based on Alpha Wealth Funds's 13F filing for Q3 2025, filed 14 Oct 2025.