GRP
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Global Retirement Partners’s Penumbra PEN Stock Holding History

Global Retirement Partners’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 		$14.5K Buy
+46
New +$14.9K ﹤0.01% 3228
2025
Q4 		$21.8K Buy
70
+49
+233% +$13.5K ﹤0.01% 2832
2025
Q3 		$5.32K Sell
21
-15
-42% -$3.78K ﹤0.01% 2956
2025
Q2 		$9.24K Buy
+36
New +$9.8K ﹤0.01% 2638
2024
Q4 		$3.33K Hold
14
– – ﹤0.01% 2877
2024
Q3 		$2.72K Sell
14
-60
-81% -$11.3K ﹤0.01% 2831
2024
Q2 		$13.3K Sell
74
-20
-21% -$3.99K ﹤0.01% 2188
2024
Q1 		$21K Buy
94
+10
+12% +$2.47K ﹤0.01% 1792
2023
Q4 		$22.1K Sell
84
-54
-39% -$11.9K ﹤0.01% 1711
2023
Q3 		$31.9K Buy
138
+7
+5% +$1.94K ﹤0.01% 1459
2023
Q2 		$45.1K Buy
131
+123
+1,538% +$37.8K ﹤0.01% 1328
2023
Q1 		$2.41K Hold
8
– – ﹤0.01% 2431
2022
Q4 		$1.78K Hold
8
– – ﹤0.01% 2401
2022
Q3 		$1K Buy
8
+3
+60% +$481 ﹤0.01% 2544
2022
Q2 		$1K Buy
5
+3
+150% +$476 ﹤0.01% 2517
2022
Q1 		$0 Buy
+2
New +$444 ﹤0.01% 2737

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Global Retirement Partners's PEN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Penumbra (PEN) in Q2 2026: 46 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #3228 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PEN as recently as Q4 2025.

Global Retirement Partners first reported a position in PEN in Q1 2022 and has held it in 16 quarters since. The position peaked at $45.1K in Q2 2023. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Global Retirement Partners held 46 shares of Penumbra worth $14.5K as of Q2 2026.
  • Penumbra was a new Global Retirement Partners position in Q2 2026.
  • Penumbra made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3228 holding.
  • Global Retirement Partners first reported a position in Penumbra in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Penumbra position peaked at $45.1K in Q2 2023.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.