Focus Partners Wealth
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Focus Partners Wealth’s Penumbra PEN Stock Holding History

Focus Partners Wealth’s Portfolio PEN Stock Details PEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$711K Buy
2,769
+530
+24% +$136K ﹤0.01% 1276
2025
Q1 		$599K Sell
2,239
-4,948
-69% -$1.32M ﹤0.01% 1258
2024
Q4 		$1.71M Sell
7,187
-3,310
-32% -$786K ﹤0.01% 871
2024
Q3 		$2.04M Buy
+10,497
New +$2.04M 0.01% 758