CX Institutional’s Penumbra PEN Stock Holding History

CX Institutional’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 Q3	$2K	Hold	5	–	–	﹤0.01%	1572
2026 Q2	$2K	Hold	5	–	–	﹤0.01%	1481
2026 Q1	$2K	Buy	+5	New	+$1.69K	﹤0.01%	1462

Other funds holding PEN

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

CX Institutional's PEN Position: Q3 2026 in Review

CX Institutional held its Penumbra (PEN) position steady in Q3 2026 at 5 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

CX Institutional first reported a position in PEN in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

CX Institutional held 5 shares of Penumbra worth $2K as of Q3 2026.
CX Institutional left its Penumbra share count unchanged in Q3 2026.
Penumbra made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1572 holding.
CX Institutional first reported a position in Penumbra in Q1 2026 and has held it in 3 quarters since.
11 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.