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Plan A Wealth’s Penguin Solutions Inc PENG Stock Holding History

Plan A Wealth’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 		– Sell
-4,402
Closed -$335K – 210
2026
Q2 		$335K Buy
+4,402
New +$200K 0.14% 113

Other funds holding PENG

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
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

Plan A Wealth's PENG Position: Q3 2026 in Review

Plan A Wealth sold out of Penguin Solutions Inc (PENG) in Q3 2026, closing a stake of 4,402 shares — an estimated $335K sold.

Plan A Wealth first reported a position in PENG in Q2 2026 and held it in 1 quarter. The position peaked at $335K in Q2 2026. 18 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

  • Plan A Wealth reported no remaining Penguin Solutions Inc position as of Q3 2026 after selling out during the quarter.
  • Plan A Wealth sold 4,402 Penguin Solutions Inc shares in Q3 2026, an estimated $335K.
  • Plan A Wealth first reported a position in Penguin Solutions Inc in Q2 2026 and held it in 1 quarter.
  • Plan A Wealth's Penguin Solutions Inc position peaked at $335K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.