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Opal Wealth Advisors’s Personalis PSNL Stock Holding History

Opal Wealth 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
Q1 		$22.3K Buy
+3,500
New +$29.5K 0.01% 576

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Opal Wealth Advisors's PSNL Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Personalis (PSNL) in Q1 2026: 3,500 shares worth $22.3K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings.

140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Opal Wealth Advisors held 3,500 shares of Personalis worth $22.3K as of Q1 2026.
  • Personalis was a new Opal Wealth Advisors position in Q1 2026.
  • Personalis made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #576 holding.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.