Activest Wealth Management
PEN icon

Activest Wealth Management’s Penumbra PEN Stock Holding History

Activest Wealth Management’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 		$318 Sell
1
-1
-50% -$321 ﹤0.01% 937
2026
Q2 		$632 Buy
+2
New +$648 ﹤0.01% 1028

Other funds holding PEN

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Oak Harbor Wealth Partners
Oak Harbor Wealth Partners Raleigh, North Carolina $269M AUM 17.64% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Activest Wealth Management's PEN Position: Q3 2026 in Review

Activest Wealth Management reduced its Penumbra (PEN) stake by 50% in Q3 2026, selling an estimated $321 and leaving 1 share worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Activest Wealth Management first reported a position in PEN in Q2 2026 and has held it in 2 quarters since. The position peaked at $632 in Q2 2026. 96 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

  • Activest Wealth Management held 1 share of Penumbra worth $318 as of Q3 2026.
  • Activest Wealth Management sold 1 Penumbra share in Q3 2026, an estimated $321.
  • Penumbra made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #937 holding.
  • Activest Wealth Management first reported a position in Penumbra in Q2 2026 and has held it in 2 quarters since.
  • Activest Wealth Management's Penumbra position peaked at $632 in Q2 2026.
  • 96 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.