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 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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return