EWP
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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
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

CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Elevation Wealth Partners's PEN Position: Q2 2026 in Review

Elevation Wealth Partners held its Penumbra (PEN) position steady in Q2 2026 at 16 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Elevation Wealth Partners first reported a position in PEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.25K in Q1 2026. 110 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Elevation Wealth Partners held 16 shares of Penumbra worth $5.05K as of Q2 2026.
  • Elevation Wealth Partners left its Penumbra share count unchanged in Q2 2026.
  • Penumbra made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1013 holding.
  • Elevation Wealth Partners first reported a position in Penumbra in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Penumbra position peaked at $5.25K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.