EWP
PENN icon

Elevation Wealth Partners’s PENN Entertainment PENN Stock Holding History

Elevation Wealth Partners’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14K Buy
958
+904
+1,674% +$16.9K ﹤0.01% 777
2026
Q2 		$1.15K Hold
54
– – ﹤0.01% 1247
2026
Q1 		$812 Buy
+54
New +$751 ﹤0.01% 1013

Other funds holding PENN

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Elevation Wealth Partners increased its PENN Entertainment (PENN) stake by 1,674% in Q3 2026, buying an estimated $16.9K and bringing the position to 958 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Elevation Wealth Partners first reported a position in PENN in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold PENN as of Q3 2026.

  • Elevation Wealth Partners held 958 shares of PENN Entertainment worth $14K as of Q3 2026.
  • Elevation Wealth Partners bought 904 PENN Entertainment shares in Q3 2026, an estimated $16.9K.
  • PENN Entertainment made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #777 holding.
  • Elevation Wealth Partners first reported a position in PENN Entertainment in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held PENN Entertainment as of Q3 2026.

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