Jones Financial Companies
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Jones Financial Companies’s Penumbra PEN Stock Holding History

Jones Financial Companies’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 		$6.19M Buy
18,478
+17,878
+2,980% +$6.05M ﹤0.01% 997
2025
Q4 		$187K Sell
600
-104
-15% -$28.7K ﹤0.01% 1936
2025
Q3 		$178K Sell
704
-88
-11% -$22.2K ﹤0.01% 1829
2025
Q2 		$203K Buy
792
+371
+88% +$101K ﹤0.01% 1652
2025
Q1 		$113K Buy
421
+46
+12% +$12.4K ﹤0.01% 1721
2024
Q4 		$89.1K Buy
375
+75
+25% +$17.1K ﹤0.01% 1664
2024
Q3 		$57.5K Buy
+300
New +$56.7K ﹤0.01% 1593

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