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Pinnacle Wealth Planning Services, Inc. → WERN

Pinnacle Wealth Planning Services, Inc. WERN Position History

Werner Enterprises, Inc.

Quarters held
4
Latest value
$242K
Q3 2026
Peak value
$313K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$74K
Q1 2026$75K
Q2 2026$313K
Q3 2026$242K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$242K7.1K——
Q2 2026$313K7.2K——
Q1 2026$75K2.5K——
Q4 2025$74K2.5K——

Other funds holding WERN

Other Pinnacle Wealth Planning Services, Inc. positions

FSCO

VANECK IG FLOATING RATE ETF

$113.8M
ARCC

SPDR SERIES TRUST

$110.8M
FSCO

VANECK ETF TRUST

$103M
FSCO

VANECK ETF TRUST

$102.4M
ARCC

SPDR SERIES TRUST

$99.1M
ARCC

SPDR SERIES TRUST

$90.4M
ARCC

SPDR SERIES TRUST

$84.8M
ARCC

SPDR PORTFOLIO S&P 600 SMALL CAP ETF

$81.2M
Pinnacle Wealth Planning Services, Inc. WERN Holdings: 13F Position History | Track13F