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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
Q2 		$18.7K Hold
8,273
– – ﹤0.01% 1809
2026
Q1 		$13.5K Buy
+8,273
New +$11.8K ﹤0.01% 1886

Other funds holding CDXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's CDXS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Codexis (CDXS) position steady in Q2 2026 at 8,273 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Pinnacle Wealth Planning Services first reported a position in CDXS in Q1 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold CDXS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 8,273 shares of Codexis worth $18.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Codexis share count unchanged in Q2 2026.
  • Codexis made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1809 holding.
  • Pinnacle Wealth Planning Services first reported a position in Codexis in Q1 2026 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Codexis as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.