GSWM
PEN icon

Golden State Wealth Management’s Penumbra PEN Stock Holding History

Golden State 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
Q2 		$12.6K Hold
40
– – ﹤0.01% 1060
2026
Q1 		$13.1K Sell
40
-4
-9% -$1.35K ﹤0.01% 1025
2025
Q4 		$13.7K Buy
44
+4
+10% +$1.1K ﹤0.01% 1016
2025
Q3 		$10.1K Buy
+40
New +$10.1K ﹤0.01% 1101

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 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 $3.37T AUM 44.26% 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

Golden State Wealth Management's PEN Position: Q2 2026 in Review

Golden State Wealth Management held its Penumbra (PEN) position steady in Q2 2026 at 40 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Golden State Wealth Management first reported a position in PEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.7K in Q4 2025. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Golden State Wealth Management held 40 shares of Penumbra worth $12.6K as of Q2 2026.
  • Golden State Wealth Management left its Penumbra share count unchanged in Q2 2026.
  • Penumbra made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1060 holding.
  • Golden State Wealth Management first reported a position in Penumbra in Q3 2025 and has held it in 4 quarters since.
  • Golden State Wealth Management's Penumbra position peaked at $13.7K in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.