JRPIM
PEN icon

Journey Retirement Planning & Investment Management’s Penumbra PEN Stock Holding History

Journey Retirement Planning & Investment 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
Q1 		– Sell
-1,506
Closed -$468K – 205
2025
Q4 		$468K Buy
+1,506
New +$416K 0.1% 150

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Journey Retirement Planning & Investment Management's PEN Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Penumbra (PEN) in Q1 2026, closing a stake of 1,506 shares — an estimated $468K sold.

Journey Retirement Planning & Investment Management first reported a position in PEN in Q4 2025 and held it in 1 quarter. The position peaked at $468K in Q4 2025. 483 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Penumbra position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,506 Penumbra shares in Q1 2026, an estimated $468K.
  • Journey Retirement Planning & Investment Management first reported a position in Penumbra in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Penumbra position peaked at $468K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.