SAM
PEN icon

Smartleaf Asset Management’s Penumbra PEN Stock Holding History

Smartleaf 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
Q1 		$75.2K Buy
229
+7
+3% +$2.37K ﹤0.01% 1254
2025
Q4 		$69.8K Buy
222
+129
+139% +$35.6K ﹤0.01% 1385
2025
Q3 		$23.4K Buy
93
+46
+98% +$11.6K ﹤0.01% 1748
2025
Q2 		$12.1K Sell
47
-50
-52% -$13.6K ﹤0.01% 1759
2025
Q1 		$26K Buy
97
+17
+21% +$4.6K ﹤0.01% 1471
2024
Q4 		$19.1K Buy
80
+14
+21% +$3.18K ﹤0.01% 1667
2024
Q3 		$12.6K Buy
66
+56
+560% +$10.6K ﹤0.01% 1626
2024
Q2 		$1.75K Buy
10
+3
+43% +$599 ﹤0.01% 2274
2024
Q1 		$1.58K Buy
7
+6
+600% +$1.48K ﹤0.01% 1512
2023
Q4 		$0 Buy
+1
New +$221 ﹤0.01% 1207

Other funds holding PEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return