Rise Advisors’s Penumbra PEN Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-79	Closed	-$20K	–	1061
2025 Q3	$20K	Hold	79	–	–	0.01%	576
2025 Q2	$20.3K	Hold	79	–	–	0.01%	531
2025 Q1	$21.1K	Buy	+79	New	+$21.4K	0.01%	470

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Rise Advisors's PEN Position: Q4 2025 in Review

Rise Advisors sold out of Penumbra (PEN) in Q4 2025, closing a stake of 79 shares — an estimated $20K sold.

Rise Advisors first reported a position in PEN in Q1 2025 and held it in 3 quarters. The position peaked at $21.1K in Q1 2025. 439 funds tracked by Wall St. Rank hold PEN as of Q4 2025.

Rise Advisors reported no remaining Penumbra position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 79 Penumbra shares in Q4 2025, an estimated $20K.
Rise Advisors first reported a position in Penumbra in Q1 2025 and held it in 3 quarters.
Rise Advisors's Penumbra position peaked at $21.1K in Q1 2025.
439 funds tracked by Wall St. Rank held Penumbra as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.