Green Alpha Advisors
PSNL icon

Green Alpha Advisors’s Personalis PSNL Stock Holding History

Green Alpha Advisors’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
2026
Q3 		$873K Sell
53,645
-13,822
-20% -$208K 0.59% 50
2026
Q2 		$904K Buy
67,467
+1,058
+2% +$8.61K 0.61% 41
2026
Q1 		$423K Sell
66,409
-2,108
-3% -$17.8K 0.42% 65
2025
Q4 		$545K Buy
68,517
+40,126
+141% +$351K 0.5% 65
2025
Q3 		$185K Sell
28,391
-3,448
-11% -$19.6K 0.18% 93
2025
Q2 		$209K Sell
31,839
-5,444
-15% -$25.3K 0.2% 92
2025
Q1 		$131K Sell
37,283
-1,699
-4% -$8.07K 0.14% 100
2024
Q4 		$225K Sell
38,982
-26,529
-40% -$122K 0.18% 123
2024
Q3 		$352K Sell
65,511
-43,080
-40% -$177K 0.28% 105
2024
Q2 		$127K Sell
108,591
-10,362
-9% -$14.2K 0.1% 129
2024
Q1 		$177K Sell
118,953
-352
-0.3% -$545 0.13% 135
2023
Q4 		$251K Sell
119,305
-7,859
-6% -$10.2K 0.18% 139
2023
Q3 		$154K Buy
127,164
+77,255
+155% +$138K 0.12% 148
2023
Q2 		$93.8K Sell
49,909
-20,617
-29% -$46.6K 0.06% 143
2023
Q1 		$195K Buy
70,526
+3,910
+6% +$11K 0.14% 135
2022
Q4 		$132K Buy
66,616
+977
+1% +$2.46K 0.11% 135
2022
Q3 		$195K Sell
65,639
-33,479
-34% -$128K 0.17% 133
2022
Q2 		$342K Buy
99,118
+65,073
+191% +$331K 0.08% 139
2022
Q1 		$279K Buy
34,045
+3,790
+13% +$39.2K 0.19% 126
2021
Q4 		$432K Buy
30,255
+4,169
+16% +$69.5K 0.29% 112
2021
Q3 		$502K Buy
26,086
+2,549
+11% +$53.3K 0.35% 114
2021
Q2 		$595K Buy
+23,537
New +$539K 0.41% 111

Other funds holding PSNL

Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Green Alpha Advisors's PSNL Position: Q3 2026 in Review

Green Alpha Advisors reduced its Personalis (PSNL) stake by 20% in Q3 2026, selling an estimated $208K and leaving 53,645 shares worth $873K. The position accounts for 0.59% of the portfolio, ranked #50.

Green Alpha Advisors first reported a position in PSNL in Q2 2021 and has held it in 22 quarters since. The position peaked at $904K in Q2 2026. 14 funds tracked by Wall St. Rank hold PSNL as of Q3 2026.

  • Green Alpha Advisors held 53,645 shares of Personalis worth $873K as of Q3 2026.
  • Green Alpha Advisors sold 13,822 Personalis shares in Q3 2026, an estimated $208K.
  • Personalis made up 0.59% of Green Alpha Advisors's portfolio in Q3 2026, its #50 holding.
  • Green Alpha Advisors first reported a position in Personalis in Q2 2021 and has held it in 22 quarters since.
  • Green Alpha Advisors's Personalis position peaked at $904K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Personalis as of Q3 2026.

Based on Green Alpha Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.