Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Penumbra PEN Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q3 		$240K Sell
2025
Q2 		$377K Sell
2025
Q1 		$538K Sell
2024
Q4 		$681K Buy
2024
Q3 		$537K Sell
2024
Q2 		$613K Buy
2024
Q1 		$241K Buy
2023
Q4 		– Sell
2023
Q3 		$218K Buy