CFO
PEN icon

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
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
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