PWPS
LFVN icon

Pinnacle Wealth Planning Services’s LifeVantage LFVN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.43K Buy
+330
New +$1.73K ﹤0.01% 2502

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Pinnacle Wealth Planning Services opened a new position in LifeVantage (LFVN) in Q1 2026: 330 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #2502 among its holdings.

104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 330 shares of LifeVantage worth $1.43K as of Q1 2026.
  • LifeVantage was a new Pinnacle Wealth Planning Services position in Q1 2026.
  • LifeVantage made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2502 holding.
  • 104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

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