Rise Advisors’s Personalis PSNL Stock Holding History

Rise Advisors’s Portfolio PSNL Stock Details PSNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-142	Closed	-$926	–	1106
2025 Q3	$926	Hold	142	–	–	﹤0.01%	1290
2025 Q2	$932	Buy	+142	New	+$659	﹤0.01%	1295

Other funds holding PSNL

Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LMC

Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Rise Advisors's PSNL Position: Q4 2025 in Review

Rise Advisors sold out of Personalis (PSNL) in Q4 2025, closing a stake of 142 shares — an estimated $926 sold.

Rise Advisors first reported a position in PSNL in Q2 2025 and held it in 2 quarters. The position peaked at $932 in Q2 2025. 126 funds tracked by Wall St. Rank hold PSNL as of Q4 2025.

Rise Advisors reported no remaining Personalis position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 142 Personalis shares in Q4 2025, an estimated $926.
Rise Advisors first reported a position in Personalis in Q2 2025 and held it in 2 quarters.
Rise Advisors's Personalis position peaked at $932 in Q2 2025.
126 funds tracked by Wall St. Rank held Personalis as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.