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Retirement Wealth Solutions’s Penumbra PEN Stock Holding History

Retirement Wealth Solutions’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
Q3 		$1.59K Hold
5
– – ﹤0.01% 647
2026
Q2 		$1.58K Sell
5
-1
-17% -$324 ﹤0.01% 565
2026
Q1 		$1.97K Buy
6
+1
+20% +$339 ﹤0.01% 505
2025
Q4 		$1.55K Hold
5
– – ﹤0.01% 506
2025
Q3 		$1.27K Buy
+5
New +$1.26K ﹤0.01% 519

Other funds holding PEN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Retirement Wealth Solutions's PEN Position: Q3 2026 in Review

Retirement Wealth Solutions held its Penumbra (PEN) position steady in Q3 2026 at 5 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Retirement Wealth Solutions first reported a position in PEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.97K in Q1 2026. 11 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

  • Retirement Wealth Solutions held 5 shares of Penumbra worth $1.59K as of Q3 2026.
  • Retirement Wealth Solutions left its Penumbra share count unchanged in Q3 2026.
  • Penumbra made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #647 holding.
  • Retirement Wealth Solutions first reported a position in Penumbra in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Penumbra position peaked at $1.97K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.