GRP
PEN icon

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
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% 2738

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return