Gibbs Wealth Management’s Penumbra PEN Stock Holding History

Gibbs Wealth 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	$696K	Buy	2,119 +1,421	+204%	+$481K	0.09%	222
2025 Q4	$225K	Buy	+698	New	+$193K	0.05%	305

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gibbs Wealth Management's PEN Position: Q1 2026 in Review

Gibbs Wealth Management increased its Penumbra (PEN) stake by 204% in Q1 2026, buying an estimated $481K and bringing the position to 2,119 shares worth $696K. The position accounts for 0.09% of the portfolio, ranked #222.

Gibbs Wealth Management first reported a position in PEN in Q4 2025 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

Gibbs Wealth Management held 2,119 shares of Penumbra worth $696K as of Q1 2026.
Gibbs Wealth Management bought 1,421 Penumbra shares in Q1 2026, an estimated $481K.
Penumbra made up 0.09% of Gibbs Wealth Management's portfolio in Q1 2026, its #222 holding.
Gibbs Wealth Management first reported a position in Penumbra in Q4 2025 and has held it in 2 quarters since.
485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.