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Equibles

Wellington Shields & Co., LLC

Position in PSNL — Personalis, Inc.

CIK 1506073 NEW YORK, NY
Back to PSNL Full portfolio

Position in PSNL

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$3,919,352
+$2,056,198 QoQ
Shares Held
292,489
0.0% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#34
of 157 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Wellington Shields & Co., LLC holds $10,595,336 across 6 Diagnostics & Research names. PSNL ranks #2 (37.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ILMN
Illumina, Inc.
 28,531 $5,016,605
2 PSNL
Personalis, Inc.
This page 		292,489 $3,919,352
3 GRAL
GRAIL, Inc.
 10,904 $744,416
4 TMO
Thermo Fisher Scientific Inc.
 1,254 $628,705
5 DGX
Quest Diagnostics Inc
 933 $197,749
6 WAT
Waters Corp /De/
 236 $88,509

All Filings in PSNL

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,919,352 292,489
2026-03-31 $1,863,154 292,489
2025-12-31 $2,328,212 292,489
2025-09-30 $1,907,028 292,489
2025-06-30 $1,918,727 292,489
2025-03-31 $1,026,636 292,489
2024-12-31 $1,690,586 292,489
2024-09-30 $1,573,590 292,489
2024-06-30 $342,212 292,489
2024-03-31 $438,204 294,097
2023-12-31 $617,603 294,097
2023-09-30 $731,163 604,267
2023-06-30 $1,160,732 617,411
2023-03-31 $2,796,743 1,013,313
2022-12-31 $2,006,359 1,013,313
2022-09-30 $2,751,307 926,366
2022-06-30 $3,195,962 926,366
2022-03-31 $7,538,714 920,478
2021-12-31 $13,135,221 920,478
2021-09-30 $17,709,996 920,478
2021-06-30 $23,288,093 920,478
2021-03-31 $22,652,963 920,478
2020-12-31 $33,698,699 920,478
2020-09-30 $20,185,128 931,478
2020-06-30 $13,480,810 1,039,384
2020-03-31 $8,032,748 995,384