CVA Family Office’s Penumbra PEN Stock Holding History

CVA Family Office’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	$6.32K	Hold	20	–	–	﹤0.01%	1185
2026 Q1	$6.57K	Hold	20	–	–	﹤0.01%	1134
2025 Q4	$6.22K	Buy	20 +2	+11%	+$552	﹤0.01%	862
2025 Q3	$4.56K	Hold	18	–	–	﹤0.01%	906
2025 Q2	$4.62K	Sell	18 -2	-10%	-$544	﹤0.01%	900
2025 Q1	$5.35K	Buy	20 +2	+11%	+$541	﹤0.01%	885
2024 Q4	$4.28K	Hold	18	–	–	﹤0.01%	896
2024 Q3	$3.5K	Buy	18 +3	+20%	+$567	﹤0.01%	900
2024 Q2	$2.7K	Hold	15	–	–	﹤0.01%	913
2024 Q1	$3.35K	Hold	15	–	–	﹤0.01%	879
2023 Q4	$3.77K	Buy	+15	New	+$3.32K	﹤0.01%	841
2023 Q3	–	Sell	-15	Closed	-$5.16K	–	740
2023 Q2	$5.16K	Hold	15	–	–	﹤0.01%	802
2023 Q1	$4.18K	Hold	15	–	–	﹤0.01%	794
2022 Q4	$3.34K	Hold	15	–	–	﹤0.01%	778
2022 Q3	$3K	Sell	15 -10	-40%	-$1.6K	﹤0.01%	788
2022 Q2	$3K	Buy	+25	New	+$3.97K	﹤0.01%	805

Other funds holding PEN

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

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CVA Family Office's PEN Position: Q2 2026 in Review

CVA Family Office held its Penumbra (PEN) position steady in Q2 2026 at 20 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

CVA Family Office first reported a position in PEN in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.57K in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

CVA Family Office held 20 shares of Penumbra worth $6.32K as of Q2 2026.
CVA Family Office left its Penumbra share count unchanged in Q2 2026.
Penumbra made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1185 holding.
CVA Family Office first reported a position in Penumbra in Q2 2022 and has held it in 16 quarters since.
CVA Family Office's Penumbra position peaked at $6.57K in Q1 2026.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.