Superior Planning, LLC’s Penumbra PEN Stock Holding History

Superior Planning, LLC’s Portfolio PEN Stock Details PEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.6K	Buy	+30	New	+$9.6K	﹤0.01%	943

Other funds holding PEN

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $2.9B AUM 23.58% 1-Year Est. Return

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 22.91% 1-Year Est. Return

Superior Planning, LLC's PEN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Penumbra (PEN) in Q3 2026: 30 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings.

269 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

Superior Planning, LLC held 30 shares of Penumbra worth $9.6K as of Q3 2026.
Penumbra was a new Superior Planning, LLC position in Q3 2026.
Penumbra made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #943 holding.
269 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.