Spire Wealth Management’s Penumbra PEN Stock Holding History

Spire Wealth 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 Q2	$632	Buy	+2	New	+$648	﹤0.01%	2196
2025 Q4	–	Sell	-9	Closed	-$2.28K	–	2440
2025 Q3	$2.28K	Sell	9 -345	-97%	-$87K	﹤0.01%	2134
2025 Q2	$90.8K	Buy	+354	New	+$96.4K	﹤0.01%	1010
2024 Q3	–	Sell	-8	Closed	-$1.44K	–	2243
2024 Q2	$1.44K	Sell	8 -2	-20%	-$399	﹤0.01%	2066
2024 Q1	$2.23K	Hold	10	–	–	﹤0.01%	2070
2023 Q4	$2.5K	Hold	10	–	–	﹤0.01%	2103
2023 Q3	$2.42K	Hold	10	–	–	﹤0.01%	2096
2023 Q2	$3.44K	Buy	+10	New	+$3.07K	﹤0.01%	2087

Other funds holding PEN

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

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Spire Wealth Management's PEN Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Penumbra (PEN) in Q2 2026: 2 shares worth $632. The stake represents ﹤0.01% of the portfolio and ranks #2196 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in PEN as recently as Q3 2025.

Spire Wealth Management first reported a position in PEN in Q2 2023 and has held it in 8 quarters since. The position peaked at $90.8K in Q2 2025. 452 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

Spire Wealth Management held 2 shares of Penumbra worth $632 as of Q2 2026.
Penumbra was a new Spire Wealth Management position in Q2 2026.
Penumbra made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2196 holding.
Spire Wealth Management first reported a position in Penumbra in Q2 2023 and has held it in 8 quarters since.
Spire Wealth Management's Penumbra position peaked at $90.8K in Q2 2025.
452 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.