United Financial Planning Group’s Ginkgo Bioworks DNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-55
Closed -$457 512
2025
Q4
$457 Buy
+55
New +$592 ﹤0.01% 402

Other funds holding DNA

United Financial Planning Group's DNA Position: Q1 2026 in Review

United Financial Planning Group sold out of Ginkgo Bioworks (DNA) in Q1 2026, closing a stake of 55 shares — an estimated $457 sold.

United Financial Planning Group first reported a position in DNA in Q4 2025 and held it in 1 quarter. The position peaked at $457 in Q4 2025. 175 funds tracked by Wall St. Rank hold DNA as of Q1 2026.

  • United Financial Planning Group reported no remaining Ginkgo Bioworks position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 55 Ginkgo Bioworks shares in Q1 2026, an estimated $457.
  • United Financial Planning Group first reported a position in Ginkgo Bioworks in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Ginkgo Bioworks position peaked at $457 in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.