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Personalis Ord shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Personalis Ord (PSNL) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Personalis Ord

Tip: Access up to 7 years of quarterly data

All positions including Personalis Ord held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Personalis Ord by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $150k 24k 6.37
2022-06-30 $1.0k 80 12.50
2022-03-31 $1.0k 80 12.50
2021-12-31 $1.0k 80 12.50
2021-09-30 $2.0k 80 25.00
2021-06-30 $5.0k 206 24.27
2021-03-31 $2.0k 80 25.00

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View all positions for Captrust Financial Advisors

Top funds holding Personalis Ord

Merck & Co
Lightspeed Management Company
ARK Investment Management
Ameriprise Financial
BlackRock
Standard Life Aberdeen
Deep Track Capital
AIGH Capital Management
Vanguard Capital Management
Kennedy Capital Management
Blue Water Life Science Advisors
Casdin Capital
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors

View all funds holding Personalis Ord