Cetera Investment Advisers
PEN icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return