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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

True Wealth Design's PEN Position: Q2 2026 in Review

True Wealth Design reduced its Penumbra (PEN) stake by 94% in Q2 2026, selling an estimated $76.5K and leaving 15 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

True Wealth Design first reported a position in PEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $82.4K in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • True Wealth Design held 15 shares of Penumbra worth $4.74K as of Q2 2026.
  • True Wealth Design sold 236 Penumbra shares in Q2 2026, an estimated $76.5K.
  • Penumbra made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1350 holding.
  • True Wealth Design first reported a position in Penumbra in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Penumbra position peaked at $82.4K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.