ECM
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Evergreen Capital Management’s Penumbra PEN Stock Holding History

Evergreen Capital Management’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
Q1 		$699K Buy
2,130
+678
+47% +$230K 0.02% 617
2025
Q4 		$451K Sell
1,452
-186
-11% -$51.4K 0.01% 801
2025
Q3 		$415K Buy
1,638
+665
+68% +$168K 0.01% 747
2025
Q2 		$250K Sell
973
-92
-9% -$25K 0.01% 891
2025
Q1 		$285K Buy
1,065
+123
+13% +$33.3K 0.01% 777
2024
Q4 		$224K Buy
+942
New +$214K 0.01% 913

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