Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Genius Sports GENI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio GENI Stock Details GENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.9K Sell
2,079
-496
-19% -$3.47K ﹤0.01% 2015
2026
Q2 		$15.6K Buy
+2,575
New +$13.3K ﹤0.01% 1886
2026
Q1 		– Sell
-625
Closed -$6.89K – 2786
2025
Q4 		$6.89K Buy
+625
New +$6.82K ﹤0.01% 2175

Other funds holding GENI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Genius Sports (GENI) stake by 19% in Q3 2026, selling an estimated $3.47K and leaving 2,079 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Pinnacle Wealth Planning Services first reported a position in GENI in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.6K in Q2 2026. 97 funds tracked by Wall St. Rank hold GENI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,079 shares of Genius Sports worth $11.9K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 496 Genius Sports shares in Q3 2026, an estimated $3.47K.
  • Genius Sports made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2015 holding.
  • Pinnacle Wealth Planning Services first reported a position in Genius Sports in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Genius Sports position peaked at $15.6K in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Genius Sports as of Q3 2026.

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