Private Wealth Management Group’s People Inc PPLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.64K	Hold	39	–	–	﹤0.01%	1237
2026 Q2	$1.8K	Hold	39	–	–	﹤0.01%	1186
2026 Q1	$1.56K	Hold	39	–	–	﹤0.01%	1154
2025 Q4	$1.52K	Hold	39	–	–	﹤0.01%	1165
2025 Q3	$1.33K	Hold	39	–	–	﹤0.01%	1211
2025 Q2	$1.46K	Sell	39 -21	-35%	-$759	﹤0.01%	1176
2025 Q1	$2.25K	Hold	60	–	–	﹤0.01%	1017
2024 Q4	$2.11K	Sell	60 -23	-28%	-$921	﹤0.01%	1061
2024 Q3	$3.66K	Hold	83	–	–	﹤0.01%	852
2024 Q2	$3.19K	Sell	83 -86	-51%	-$3.55K	﹤0.01%	890
2024 Q1	$7.42K	Hold	169	–	–	﹤0.01%	491
2023 Q4	$7.28K	Buy	+169	New	+$6.62K	﹤0.01%	487

Other funds holding PPLI

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

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

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

Private Wealth Management Group held its People Inc (PPLI) position steady in Q3 2026 at 39 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Private Wealth Management Group first reported a position in PPLI in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.42K in Q1 2024. 51 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

Private Wealth Management Group held 39 shares of People Inc worth $1.64K as of Q3 2026.
Private Wealth Management Group left its People Inc share count unchanged in Q3 2026.
People Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1237 holding.
Private Wealth Management Group first reported a position in People Inc in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's People Inc position peaked at $7.42K in Q1 2024.
51 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

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