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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

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

Pinnacle Wealth Planning Services opened a new position in Genius Sports (GENI) in Q2 2026: 2,575 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #1886 among its holdings. This is a return to the name: Pinnacle Wealth Planning Services previously reported a position in GENI as recently as Q4 2025.

Pinnacle Wealth Planning Services first reported a position in GENI in Q4 2025 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold GENI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,575 shares of Genius Sports worth $15.6K as of Q2 2026.
  • Genius Sports was a new Pinnacle Wealth Planning Services position in Q2 2026.
  • Genius Sports made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1886 holding.
  • Pinnacle Wealth Planning Services first reported a position in Genius Sports in Q4 2025 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Genius Sports as of Q2 2026.

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