EWP
PEN icon

Elevation Wealth Partners’s Penumbra PEN Stock Holding History

Elevation Wealth Partners’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 		$5.09K Hold
16
– – ﹤0.01% 1095
2026
Q2 		$5.05K Hold
16
– – ﹤0.01% 1013
2026
Q1 		$5.25K Hold
16
– – ﹤0.01% 698
2025
Q4 		$4.97K Buy
+16
New +$4.42K ﹤0.01% 632

Other funds holding PEN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's PEN Position: Q3 2026 in Review

Elevation Wealth Partners held its Penumbra (PEN) position steady in Q3 2026 at 16 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Elevation Wealth Partners first reported a position in PEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.25K in Q1 2026. 11 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

  • Elevation Wealth Partners held 16 shares of Penumbra worth $5.09K as of Q3 2026.
  • Elevation Wealth Partners left its Penumbra share count unchanged in Q3 2026.
  • Penumbra made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1095 holding.
  • Elevation Wealth Partners first reported a position in Penumbra in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Penumbra position peaked at $5.25K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.