Pinnacle Wealth Planning Services
AGEN icon

Pinnacle Wealth Planning Services’s Agenus AGEN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AGEN Stock Details AGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.5K Hold
3,373
– – ﹤0.01% 1526
2026
Q2 		$10.3K Hold
3,373
– – ﹤0.01% 2052
2026
Q1 		$11.3K Hold
3,373
– – ﹤0.01% 1953
2025
Q4 		$10.6K Buy
+3,373
New +$13.4K ﹤0.01% 1990
2021
Q3 		– Sell
-746
Closed -$80K – 381
2021
Q2 		$80K Buy
+746
New +$55.9K 0.02% 348

Other funds holding AGEN

STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return

Pinnacle Wealth Planning Services's AGEN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Agenus (AGEN) position steady in Q3 2026 at 3,373 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Pinnacle Wealth Planning Services first reported a position in AGEN in Q2 2021 and has held it in 5 quarters since. The position peaked at $80K in Q2 2021. 25 funds tracked by Wall St. Rank hold AGEN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,373 shares of Agenus worth $33.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Agenus share count unchanged in Q3 2026.
  • Agenus made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1526 holding.
  • Pinnacle Wealth Planning Services first reported a position in Agenus in Q2 2021 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Agenus position peaked at $80K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Agenus as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.