True Wealth Design’s Penguin Solutions Inc PENG Stock Holding History

True Wealth Design’s Portfolio PENG Stock Details PENG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.65K	Hold	85	–	–	﹤0.01%	1369
2026 Q2	$6.46K	Hold	85	–	–	﹤0.01%	1224
2026 Q1	$1.5K	Sell	85 -38	-31%	-$723	﹤0.01%	1658
2025 Q4	$2.41K	Sell	123 -32	-21%	-$686	﹤0.01%	1381
2025 Q3	$4.07K	Hold	155	–	–	﹤0.01%	1159
2025 Q2	$3.07K	Buy	155 +123	+384%	+$2.23K	﹤0.01%	1000
2025 Q1	$556	Buy	+32	New	+$629	﹤0.01%	1506

Other funds holding PENG

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

True Wealth Design's PENG Position: Q3 2026 in Review

True Wealth Design held its Penguin Solutions Inc (PENG) position steady in Q3 2026 at 85 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

True Wealth Design first reported a position in PENG in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.46K in Q2 2026. 18 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

True Wealth Design held 85 shares of Penguin Solutions Inc worth $4.65K as of Q3 2026.
True Wealth Design left its Penguin Solutions Inc share count unchanged in Q3 2026.
Penguin Solutions Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1369 holding.
True Wealth Design first reported a position in Penguin Solutions Inc in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Penguin Solutions Inc position peaked at $6.46K in Q2 2026.
18 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.