Creative Planning
PEN icon

Creative Planning’s Penumbra PEN Stock Holding History

Creative Planning’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
2025
Q2 		$561K Sell
2025
Q1 		$718K Buy
2024
Q4 		$469K Buy
2024
Q3 		$306K Buy
2024
Q2 		$270K Buy
2024
Q1 		$258K Buy
2023
Q4 		$253K Sell
2023
Q3 		$253K Sell
2023
Q2 		$408K Sell
2023
Q1 		$345K Buy