Journey Strategic Wealth’s Penumbra PEN Stock Holding History

Journey Strategic Wealth’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	$320K	Buy	974 +14	+1%	+$4.74K	0.01%	512
2025 Q4	$298K	Buy	+960	New	+$265K	0.01%	510

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Journey Strategic Wealth's PEN Position: Q1 2026 in Review

Journey Strategic Wealth increased its Penumbra (PEN) stake by 1.5% in Q1 2026, buying an estimated $4.74K and bringing the position to 974 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #512.

Journey Strategic Wealth first reported a position in PEN in Q4 2025 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

Journey Strategic Wealth held 974 shares of Penumbra worth $320K as of Q1 2026.
Journey Strategic Wealth bought 14 Penumbra shares in Q1 2026, an estimated $4.74K.
Penumbra made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #512 holding.
Journey Strategic Wealth first reported a position in Penumbra in Q4 2025 and has held it in 2 quarters since.
485 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.