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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return