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GPS Wealth Strategies Group’s Personalis PSNL Stock Holding History

GPS Wealth Strategies Group’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
-1,000
Closed -$6.52K – 1314
2025
Q3 		$6.52K Hold
1,000
– – ﹤0.01% 1199
2025
Q2 		$6.56K Buy
+1,000
New +$4.64K ﹤0.01% 1132

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $526M AUM 175.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

GPS Wealth Strategies Group's PSNL Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Personalis (PSNL) in Q4 2025, closing a stake of 1,000 shares — an estimated $6.52K sold.

GPS Wealth Strategies Group first reported a position in PSNL in Q2 2025 and held it in 2 quarters. The position peaked at $6.56K in Q2 2025. 126 funds tracked by Wall St. Rank hold PSNL as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Personalis position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,000 Personalis shares in Q4 2025, an estimated $6.52K.
  • GPS Wealth Strategies Group first reported a position in Personalis in Q2 2025 and held it in 2 quarters.
  • GPS Wealth Strategies Group's Personalis position peaked at $6.56K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Personalis as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.