GI
PEN icon

GAMMA Investing’s Penumbra PEN Stock Holding History

GAMMA Investing’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
Q3 		$835K Buy
2,622
+1,291
+97% +$414K 0.03% 490
2026
Q2 		$420K Buy
1,331
+249
+23% +$80.7K 0.02% 747
2026
Q1 		$355K Buy
1,082
+188
+21% +$63.7K 0.02% 745
2025
Q4 		$278K Buy
894
+111
+14% +$30.7K 0.01% 816
2025
Q3 		$198K Buy
783
+22
+3% +$5.55K 0.01% 983
2025
Q2 		$195K Buy
761
+52
+7% +$14.2K 0.01% 938
2025
Q1 		$190K Buy
709
+263
+59% +$71.1K 0.01% 794
2024
Q4 		$106K Buy
446
+275
+161% +$62.5K 0.01% 1077
2024
Q3 		$33.2K Buy
171
+90
+111% +$17K ﹤0.01% 1772
2024
Q2 		$14.6K Sell
81
-8
-9% -$1.6K ﹤0.01% 2050
2024
Q1 		$19.9K Buy
89
+8
+10% +$1.98K ﹤0.01% 1653
2023
Q4 		$20.4K Buy
+81
New +$17.9K 0.01% 1492

Other funds holding PEN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GAMMA Investing's PEN Position: Q3 2026 in Review

GAMMA Investing increased its Penumbra (PEN) stake by 97% in Q3 2026, buying an estimated $414K and bringing the position to 2,622 shares worth $835K. The position accounts for 0.03% of the portfolio, ranked #490.

GAMMA Investing first reported a position in PEN in Q4 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

  • GAMMA Investing held 2,622 shares of Penumbra worth $835K as of Q3 2026.
  • GAMMA Investing bought 1,291 Penumbra shares in Q3 2026, an estimated $414K.
  • Penumbra made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #490 holding.
  • GAMMA Investing first reported a position in Penumbra in Q4 2023 and has held it in 12 quarters since.
  • 11 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.