PWPS
CDXS icon

Pinnacle Wealth Planning Services’s Codexis CDXS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CDXS Stock Details CDXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5K Buy
+8,273
New +$11.8K ﹤0.01% 1886

Other funds holding CDXS

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's CDXS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Codexis (CDXS) in Q1 2026: 8,273 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #1886 among its holdings.

134 funds tracked by Wall St. Rank hold CDXS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8,273 shares of Codexis worth $13.5K as of Q1 2026.
  • Codexis was a new Pinnacle Wealth Planning Services position in Q1 2026.
  • Codexis made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1886 holding.
  • 134 funds tracked by Wall St. Rank held Codexis as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.