CWA Asset Management Group’s Penguin Solutions Inc PENG Stock Holding History

CWA Asset Management Group’s Portfolio PENG Stock Details PENG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.57M	Sell	60,179 -53,918	-47%	-$2.45M	0.14%	162
2026 Q1	$2.01M	Buy	114,097 +25,800	+29%	+$491K	0.07%	263
2025 Q4	$1.73M	Sell	88,297 -85,109	-49%	-$1.82M	0.06%	263
2025 Q3	$4.56M	Buy	173,406 +92,737	+115%	+$2.27M	0.17%	125
2025 Q2	$1.6M	Buy	+80,669	New	+$1.46M	0.07%	245

Other funds holding PENG

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return