IEQ Capital’s Personalis PSNL Stock Holding History

IEQ Capital’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	-22,000	Closed	-$143K	–	1973
2025 Q3	$143K	Hold	22,000	–	–	﹤0.01%	1730
2025 Q2	$144K	Hold	22,000	–	–	﹤0.01%	1669
2025 Q1	$77.2K	Hold	22,000	–	–	﹤0.01%	1515
2024 Q4	$127K	Hold	22,000	–	–	﹤0.01%	1249
2024 Q3	$118K	Hold	22,000	–	–	﹤0.01%	1100
2024 Q2	$25.7K	Hold	22,000	–	–	﹤0.01%	987
2024 Q1	$32.8K	Hold	22,000	–	–	﹤0.01%	956
2023 Q4	$46.2K	Hold	22,000	–	–	﹤0.01%	909
2023 Q3	$26.6K	Hold	22,000	–	–	﹤0.01%	930
2023 Q2	$41.4K	Hold	22,000	–	–	﹤0.01%	884
2023 Q1	$60.7K	Hold	22,000	–	–	﹤0.01%	869
2022 Q4	$43.6K	Hold	22,000	–	–	﹤0.01%	799
2022 Q3	$65K	Hold	22,000	–	–	﹤0.01%	817
2022 Q2	$76K	Hold	22,000	–	–	﹤0.01%	777
2022 Q1	$180K	Hold	22,000	–	–	﹤0.01%	772
2021 Q4	$314K	Sell	22,000 -24	-0.1%	-$400	0.01%	576
2021 Q3	$423K	Buy	+22,024	New	+$460K	0.01%	482

Other funds holding PSNL

Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

IEQ Capital's PSNL Position: Q4 2025 in Review

IEQ Capital sold out of Personalis (PSNL) in Q4 2025, closing a stake of 22,000 shares — an estimated $143K sold.

IEQ Capital first reported a position in PSNL in Q3 2021 and held it in 17 quarters. The position peaked at $423K in Q3 2021. 126 funds tracked by Wall St. Rank hold PSNL as of Q4 2025.

IEQ Capital reported no remaining Personalis position as of Q4 2025 after selling out during the quarter.
IEQ Capital sold 22,000 Personalis shares in Q4 2025, an estimated $143K.
IEQ Capital first reported a position in Personalis in Q3 2021 and held it in 17 quarters.
IEQ Capital's Personalis position peaked at $423K in Q3 2021.
126 funds tracked by Wall St. Rank held Personalis as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.