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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Illumina ILMN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20
Closed -$1.91K – 554
2025
Q2 		$1.91K Buy
+20
New +$1.62K ﹤0.01% 432

Other funds holding ILMN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ILMN Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Illumina (ILMN) in Q3 2025, closing a stake of 20 shares — an estimated $1.91K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ILMN in Q2 2025 and held it in 1 quarter. The position peaked at $1.91K in Q2 2025. 776 funds tracked by Wall St. Rank hold ILMN as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Illumina position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 20 Illumina shares in Q3 2025, an estimated $1.91K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Illumina in Q2 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Illumina position peaked at $1.91K in Q2 2025.
  • 776 funds tracked by Wall St. Rank held Illumina as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.