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Larson Financial Group’s Personalis PSNL Stock Holding History

Larson Financial 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
Q3 		– Sell
-1,869
Closed -$12.3K – 3600
2025
Q2 		$12.3K Sell
1,869
-43
-2% -$200 ﹤0.01% 1711
2025
Q1 		$6.71K Buy
+1,912
New +$9.09K ﹤0.01% 1789
2022
Q2 		– Sell
-260
Closed -$2K – 1277
2022
Q1 		$2K Hold
260
– – ﹤0.01% 930
2021
Q4 		$4K Buy
+260
New +$4.33K ﹤0.01% 865

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BWLSA
Blue Water Life Science Advisors Larkspur, California $125M AUM 91.82% 1-Year Est. Return

Larson Financial Group's PSNL Position: Q3 2025 in Review

Larson Financial Group sold out of Personalis (PSNL) in Q3 2025, closing a stake of 1,869 shares — an estimated $12.3K sold.

Larson Financial Group first reported a position in PSNL in Q4 2021 and held it in 4 quarters. The position peaked at $12.3K in Q2 2025. 109 funds tracked by Wall St. Rank hold PSNL as of Q3 2025.

  • Larson Financial Group reported no remaining Personalis position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,869 Personalis shares in Q3 2025, an estimated $12.3K.
  • Larson Financial Group first reported a position in Personalis in Q4 2021 and held it in 4 quarters.
  • Larson Financial Group's Personalis position peaked at $12.3K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held Personalis as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.