Pinnacle Wealth Planning Services’s Fundrise Innovation Fund VCX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio VCX Stock Details VCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.47K	Buy	+117	New	+$5.04K	﹤0.01%	2364

Other funds holding VCX

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

WPG Advisers Baltimore, Maryland $184M AUM 16.93% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

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

Pinnacle Wealth Planning Services opened a new position in Fundrise Innovation Fund (VCX) in Q3 2026: 117 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #2364 among its holdings.

12 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

Pinnacle Wealth Planning Services held 117 shares of Fundrise Innovation Fund worth $3.47K as of Q3 2026.
Fundrise Innovation Fund was a new Pinnacle Wealth Planning Services position in Q3 2026.
Fundrise Innovation Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2364 holding.
12 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

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