Cetera Investment Advisers’s Penumbra PEN Stock Holding History

Cetera Investment Advisers’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 Q2	$272K	Sell	860 -715	-45%	-$232K	﹤0.01%	4240
2026 Q1	$517K	Sell	1,575 -163	-9%	-$55.2K	﹤0.01%	3481
2025 Q4	$540K	Sell	1,738 -43	-2%	-$11.9K	﹤0.01%	3365
2025 Q3	$451K	Sell	1,781 -438	-20%	-$110K	﹤0.01%	3457
2025 Q2	$569K	Sell	2,219 -538	-20%	-$146K	﹤0.01%	2857
2025 Q1	$737K	Buy	2,757 +1,000	+57%	+$270K	﹤0.01%	2516
2024 Q4	$417K	Buy	1,757 +23	+1%	+$5.23K	﹤0.01%	2822
2024 Q3	$337K	Sell	1,734 -71	-4%	-$13.4K	﹤0.01%	2971
2024 Q2	$325K	Buy	1,805 +894	+98%	+$178K	﹤0.01%	2959
2024 Q1	$203K	Buy	+911	New	+$225K	﹤0.01%	3341

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cetera Investment Advisers's PEN Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Penumbra (PEN) stake by 45% in Q2 2026, selling an estimated $232K and leaving 860 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #4240.

Cetera Investment Advisers first reported a position in PEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $737K in Q1 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Cetera Investment Advisers held 860 shares of Penumbra worth $272K as of Q2 2026.
Cetera Investment Advisers sold 715 Penumbra shares in Q2 2026, an estimated $232K.
Penumbra made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4240 holding.
Cetera Investment Advisers first reported a position in Penumbra in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Penumbra position peaked at $737K in Q1 2025.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.