CWM
PPLI

Chemistry Wealth Management’s People Inc PPLI Stock Holding History

Chemistry Wealth Management’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$704K Buy
15,260
+91
+0.6% +$3.88K 0.11% 111
2026
Q1 		$607K Sell
15,169
-2,098
-12% -$79.6K 0.11% 108
2025
Q4 		$675K Sell
17,267
-2,706
-14% -$94.8K 0.13% 103
2025
Q3 		$680K Sell
19,973
-3,684
-16% -$137K 0.13% 99
2025
Q2 		$883K Sell
23,657
-5,442
-19% -$197K 0.19% 80
2025
Q1 		$1.1M Buy
29,099
+12,468
+75% +$455K 0.26% 64
2024
Q4 		$589K Sell
16,631
-10,682
-39% -$428K 0.14% 91
2024
Q3 		$1.21M Buy
27,313
+2,236
+9% +$93.1K 0.29% 62
2024
Q2 		$964K Buy
25,077
+2,476
+11% +$102K 0.25% 63
2024
Q1 		$989K Buy
22,601
+4,813
+27% +$208K 0.27% 62
2023
Q4 		$764K Buy
17,788
+2,249
+14% +$88.1K 0.23% 76
2023
Q3 		$642K Buy
15,539
+3,061
+25% +$149K 0.21% 75
2023
Q2 		$643K Buy
12,478
+883
+8% +$40.4K 0.21% 76
2023
Q1 		$491K Buy
11,595
+5,078
+78% +$217K 0.17% 90
2022
Q4 		$237K Sell
6,517
-1,437
-18% -$56.8K 0.09% 122
2022
Q3 		$361K Buy
7,954
+1,476
+23% +$83.1K 0.14% 101
2022
Q2 		$404K Buy
6,478
+3,912
+152% +$276K 0.15% 101
2022
Q1 		$211K Buy
+2,566
New +$249K 0.07% 131

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Chemistry Wealth Management's PPLI Position: Q2 2026 in Review

Chemistry Wealth Management increased its People Inc (PPLI) stake by 0.6% in Q2 2026, buying an estimated $3.88K and bringing the position to 15,260 shares worth $704K. The position accounts for 0.11% of the portfolio, ranked #111.

Chemistry Wealth Management first reported a position in PPLI in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.21M in Q3 2024. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Chemistry Wealth Management held 15,260 shares of People Inc worth $704K as of Q2 2026.
  • Chemistry Wealth Management bought 91 People Inc shares in Q2 2026, an estimated $3.88K.
  • People Inc made up 0.11% of Chemistry Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Chemistry Wealth Management first reported a position in People Inc in Q1 2022 and has held it in 18 quarters since.
  • Chemistry Wealth Management's People Inc position peaked at $1.21M in Q3 2024.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.