Wellington Shields Capital Management, LLC
Position in PSNL — Personalis, Inc.
CIK 1506071
NEW YORK, NY
Position in PSNL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,164,099
-$542,301 QoQ
Shares Held
339,733
-0.1% QoQ
Ownership
0.324%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSNL Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026Wellington Shields Capital Management, LLC holds $4,858,326 across 7 Diagnostics & Research names. PSNL ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSNL |
Personalis, Inc.
This page
|
339,733 | $2,164,099 | |
| 2 | ILMN |
Illumina, Inc.
|
10,140 | $1,249,856 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
1,442 | $708,786 | |
| 4 | WAT |
Waters Corp /De/
|
1,049 | $312,392 | |
| 5 | RVTY |
Revvity, Inc.
|
3,300 | $289,113 | |
| 6 | GRAL |
GRAIL, Inc.
|
1,836 | $94,884 | |
| 7 | DGX |
Quest Diagnostics Inc
|
200 | $39,196 |
All Filings in PSNL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,164,099 | 339,733 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,706,400 | 340,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,904,720 | 292,135 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,796,731 | 426,331 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,496,421 | 426,331 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,492,226 | 431,181 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,325,133 | 432,181 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $511,209 | 436,931 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $651,027 | 436,931 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,003,445 | 477,831 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $795,861 | 657,737 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,652,873 | 879,188 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,436,908 | 882,938 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,709,013 | 863,138 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,896,834 | 975,365 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,278,759 | 950,365 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,451,794 | 909,865 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,171,067 | 922,990 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $17,523,522 | 910,786 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $23,025,150 | 910,085 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $22,384,493 | 909,569 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $33,220,609 | 907,419 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $14,576,282 | 672,648 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $7,105,510 | 547,842 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,437,224 | 549,842 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||