FNWA
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Financial Network Wealth Advisors’s Penumbra PEN Stock Holding History

Financial Network Wealth Advisors’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 		$1.64K Hold
5
– – ﹤0.01% 694
2025
Q4 		$1.55K Hold
5
– – ﹤0.01% 723
2025
Q3 		$1.27K Buy
5
+2
+67% +$504 ﹤0.01% 750
2025
Q2 		$770 Hold
3
– – ﹤0.01% 805
2025
Q1 		$802 Hold
3
– – ﹤0.01% 746
2024
Q4 		$712 Hold
3
– – ﹤0.01% 473
2024
Q3 		$583 Hold
3
– – ﹤0.01% 802
2024
Q2 		$540 Buy
+3
New +$599 ﹤0.01% 880

Other funds holding PEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return