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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Retirement Wealth Solutions's PEN Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Penumbra (PEN) stake by 17% in Q2 2026, selling an estimated $324 and leaving 5 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Retirement Wealth Solutions first reported a position in PEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.97K in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Retirement Wealth Solutions held 5 shares of Penumbra worth $1.58K as of Q2 2026.
  • Retirement Wealth Solutions sold 1 Penumbra share in Q2 2026, an estimated $324.
  • Penumbra made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #565 holding.
  • Retirement Wealth Solutions first reported a position in Penumbra in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Penumbra position peaked at $1.97K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.