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FourThought Financial Partners’s Personalis PSNL Stock Holding History

FourThought Financial Partners’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
Q4 		– Sell
-13,145
Closed -$85.7K – 604
2025
Q3 		$85.7K Buy
+13,145
New +$74.8K 0.01% 504

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LMC
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AIM
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Ameriprise
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

FourThought Financial Partners's PSNL Position: Q4 2025 in Review

FourThought Financial Partners sold out of Personalis (PSNL) in Q4 2025, closing a stake of 13,145 shares — an estimated $85.7K sold.

FourThought Financial Partners first reported a position in PSNL in Q3 2025 and held it in 1 quarter. The position peaked at $85.7K in Q3 2025. 126 funds tracked by Wall St. Rank hold PSNL as of Q4 2025.

  • FourThought Financial Partners reported no remaining Personalis position as of Q4 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 13,145 Personalis shares in Q4 2025, an estimated $85.7K.
  • FourThought Financial Partners first reported a position in Personalis in Q3 2025 and held it in 1 quarter.
  • FourThought Financial Partners's Personalis position peaked at $85.7K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Personalis as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.