Hennion & Walsh Asset Management’s Penguin Solutions Inc PENG Stock Holding History

Hennion & Walsh Asset Management’s Portfolio PENG Stock Details PENG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$659K	Buy	+12,048	New	+$683K	0.02%	683
2026 Q2	–	Sell	-24,273	Closed	-$427K	–	1017
2026 Q1	$427K	Sell	24,273 -621	-2%	-$11.8K	0.01%	754
2025 Q4	$487K	Buy	24,894 +248	+1%	+$5.31K	0.02%	726
2025 Q3	$648K	Sell	24,646 -64	-0.3%	-$1.57K	0.02%	636
2025 Q2	$490K	Sell	24,710 -253	-1%	-$4.58K	0.02%	676
2025 Q1	$434K	Sell	24,963 -267	-1%	-$5.25K	0.02%	676
2024 Q4	$484K	Buy	25,230 +5,557	+28%	+$101K	0.02%	632
2024 Q3	$412K	Buy	19,673 +4,225	+27%	+$90.9K	0.02%	663
2024 Q2	$353K	Buy	+15,448	New	+$322K	0.02%	689

Other funds holding PENG

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Hennion & Walsh Asset Management's PENG Position: Q3 2026 in Review

Hennion & Walsh Asset Management opened a new position in Penguin Solutions Inc (PENG) in Q3 2026: 12,048 shares worth $659K. The stake represents 0.02% of the portfolio and ranks #683 among its holdings. This is a return to the name: Hennion & Walsh Asset Management previously reported a position in PENG as recently as Q1 2026.

Hennion & Walsh Asset Management first reported a position in PENG in Q2 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

Hennion & Walsh Asset Management held 12,048 shares of Penguin Solutions Inc worth $659K as of Q3 2026.
Penguin Solutions Inc was a new Hennion & Walsh Asset Management position in Q3 2026.
Penguin Solutions Inc made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #683 holding.
Hennion & Walsh Asset Management first reported a position in Penguin Solutions Inc in Q2 2024 and has held it in 9 quarters since.
21 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.