Back to UGA
Pinnacle Wealth Planning Services, Inc. → UGA
Pinnacle Wealth Planning Services, Inc. UGA Position History
UGA
Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q4 2025 | $1.2M |
| Q1 2026 | $2M |
| Q2 2026 | $2M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 19.0K | — | — |
| Q2 2026 | $2M | 19.0K | — | — |
| Q1 2026 | $2M | 19.0K | — | — |
| Q4 2025 | $1.2M | 19.0K | — | — |
| Q3 2025 | $1.2M | 19.0K | — | — |