Pinnacle Wealth Planning Services
HLIT icon

Pinnacle Wealth Planning Services’s Harmonic Inc HLIT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30.5K Buy
2,884
+68
+2% +$823 ﹤0.01% 1581
2026
Q2 		$46K Buy
2,816
+56
+2% +$715 ﹤0.01% 1326
2026
Q1 		$24.8K Buy
2,760
+253
+10% +$2.51K ﹤0.01% 1578
2025
Q4 		$24.8K Buy
+2,507
New +$25.3K ﹤0.01% 1619

Other funds holding HLIT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Harmonic Inc (HLIT) stake by 2.4% in Q3 2026, buying an estimated $823 and bringing the position to 2,884 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Pinnacle Wealth Planning Services first reported a position in HLIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $46K in Q2 2026. 160 funds tracked by Wall St. Rank hold HLIT as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,884 shares of Harmonic Inc worth $30.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 68 Harmonic Inc shares in Q3 2026, an estimated $823.
  • Harmonic Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1581 holding.
  • Pinnacle Wealth Planning Services first reported a position in Harmonic Inc in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Harmonic Inc position peaked at $46K in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Harmonic Inc as of Q3 2026.

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