LWAM
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Legacy Wealth Asset Management’s Penumbra PEN Stock Holding History

Legacy Wealth Asset 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 		– Sell
-1,200
Closed -$394K – 399
2026
Q1 		$394K Sell
1,200
-381
-24% -$129K 0.1% 291
2025
Q4 		$492K Buy
1,581
+70
+5% +$19.3K 0.12% 258
2025
Q3 		$383K Sell
1,511
-3
-0.2% -$757 0.09% 293
2025
Q2 		$389K Buy
1,514
+6
+0.4% +$1.63K 0.1% 285
2025
Q1 		$403K Sell
1,508
-61
-4% -$16.5K 0.11% 263
2024
Q4 		$373K Sell
1,569
-162
-9% -$36.8K 0.1% 279
2024
Q3 		$336K Buy
1,731
+65
+4% +$12.3K 0.09% 291
2024
Q2 		$300K Buy
+1,666
New +$333K 0.08% 295

Other funds holding PEN

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return