Pinnacle Wealth Management Advisory Group’s Telos TLS Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio TLS Stock Details TLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$44.5K	Sell	10,926 -53	-0.5%	-$239	﹤0.01%	544
2026 Q2	$50.5K	Buy	10,979 +791	+8%	+$3.5K	﹤0.01%	559
2026 Q1	$42.7K	Buy	+10,188	New	+$48.2K	﹤0.01%	537
2025 Q2	–	Sell	-18,615	Closed	-$44.3K	–	384
2025 Q1	$44.3K	Buy	18,615 +1,270	+7%	+$3.89K	﹤0.01%	356
2024 Q4	$59.3K	Hold	17,345	–	–	0.01%	352
2024 Q3	$62.3K	Hold	17,345	–	–	0.01%	355
2024 Q2	$69.7K	Hold	17,345	–	–	0.01%	344
2024 Q1	$72.2K	Sell	17,345 -830	-5%	-$3.29K	0.01%	343
2023 Q4	$66.3K	Buy	18,175 +7,720	+74%	+$25.6K	0.01%	329
2023 Q3	$25K	Sell	10,455 -200	-2%	-$459	﹤0.01%	312
2023 Q2	$27.3K	Buy	10,655 +650	+6%	+$1.54K	﹤0.01%	326
2023 Q1	$25.3K	Buy	+10,005	New	+$40.8K	﹤0.01%	314

Other funds holding TLS

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's TLS Position: Q3 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Telos (TLS) stake by 0.48% in Q3 2026, selling an estimated $239 and leaving 10,926 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Pinnacle Wealth Management Advisory Group first reported a position in TLS in Q1 2023 and has held it in 12 quarters since. The position peaked at $72.2K in Q1 2024. 20 funds tracked by Wall St. Rank hold TLS as of Q3 2026.

Pinnacle Wealth Management Advisory Group held 10,926 shares of Telos worth $44.5K as of Q3 2026.
Pinnacle Wealth Management Advisory Group sold 53 Telos shares in Q3 2026, an estimated $239.
Telos made up ﹤0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q3 2026, its #544 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Telos in Q1 2023 and has held it in 12 quarters since.
Pinnacle Wealth Management Advisory Group's Telos position peaked at $72.2K in Q1 2024.
20 funds tracked by Wall St. Rank held Telos as of Q3 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2026, filed 23 Oct 2026.