Private Wealth Management Group’s Lineage Inc LINE Stock Holding History

Private Wealth Management Group’s Portfolio LINE Stock Details LINE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.98K	Sell	146 -3	-2%	-$122	﹤0.01%	898
2026 Q2	$6.44K	Hold	149	–	–	﹤0.01%	741
2026 Q1	$4.88K	Buy	149 +121	+432%	+$4.48K	﹤0.01%	777
2025 Q4	$980	Sell	28 -138	-83%	-$5.1K	﹤0.01%	1275
2025 Q3	$6.42K	Buy	166 +19	+13%	+$790	﹤0.01%	693
2025 Q2	$6.4K	Sell	147 -16	-10%	-$772	﹤0.01%	650
2025 Q1	$9.6K	Buy	+163	New	+$9.5K	﹤0.01%	487

Other funds holding LINE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Private Wealth Management Group's LINE Position: Q3 2026 in Review

Private Wealth Management Group reduced its Lineage Inc (LINE) stake by 2% in Q3 2026, selling an estimated $122 and leaving 146 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Private Wealth Management Group first reported a position in LINE in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.6K in Q1 2025. 52 funds tracked by Wall St. Rank hold LINE as of Q3 2026.

Private Wealth Management Group held 146 shares of Lineage Inc worth $4.98K as of Q3 2026.
Private Wealth Management Group sold 3 Lineage Inc shares in Q3 2026, an estimated $122.
Lineage Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #898 holding.
Private Wealth Management Group first reported a position in Lineage Inc in Q1 2025 and has held it in 7 quarters since.
Private Wealth Management Group's Lineage Inc position peaked at $9.6K in Q1 2025.
52 funds tracked by Wall St. Rank held Lineage Inc as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.