TWD
PEN icon

True Wealth Design’s Penumbra PEN Stock Holding History

True Wealth Design’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 		$4.74K Sell
15
-236
-94% -$76.5K ﹤0.01% 1350
2026
Q1 		$82.4K Hold
251
– – 0.02% 261
2025
Q4 		$78K Sell
251
-2
-0.8% -$552 0.02% 225
2025
Q3 		$64.1K Buy
253
+103
+69% +$26K 0.02% 265
2025
Q2 		$38.5K Sell
150
-3
-2% -$817 0.01% 248
2025
Q1 		$40.9K Buy
153
+9
+6% +$2.43K 0.02% 227
2024
Q4 		$34.2K Buy
144
+9
+7% +$2.05K 0.01% 235
2024
Q3 		$26.2K Buy
+135
New +$25.5K 0.01% 283

Other funds holding PEN

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return