TPWA
PSNL icon

Twin Peaks Wealth Advisors’s Personalis PSNL Stock Holding History

Twin Peaks Wealth 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
2026
Q2 		– Sell
-72
Closed -$459 – 1688
2026
Q1 		$459 Buy
+72
New +$608 ﹤0.01% 2044

Other funds holding PSNL

MC
Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Twin Peaks Wealth Advisors's PSNL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Personalis (PSNL) in Q2 2026, closing a stake of 72 shares — an estimated $459 sold.

Twin Peaks Wealth Advisors first reported a position in PSNL in Q1 2026 and held it in 1 quarter. The position peaked at $459 in Q1 2026. 158 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Personalis position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 72 Personalis shares in Q2 2026, an estimated $459.
  • Twin Peaks Wealth Advisors first reported a position in Personalis in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Personalis position peaked at $459 in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.