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Twin Peaks Wealth Advisors’s Penumbra PEN Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-33
Closed -$10.8K – 1621
2026
Q1 		$10.8K Buy
+33
New +$11.2K ﹤0.01% 1021
2025
Q3 		– Sell
-20
Closed -$4.97K – 1537
2025
Q2 		$4.97K Buy
+20
New +$5.44K ﹤0.01% 1314

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 $3.37T 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
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

Twin Peaks Wealth Advisors's PEN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Penumbra (PEN) in Q2 2026, closing a stake of 33 shares — an estimated $10.8K sold.

Twin Peaks Wealth Advisors first reported a position in PEN in Q2 2025 and held it in 2 quarters. The position peaked at $10.8K in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 33 Penumbra shares in Q2 2026, an estimated $10.8K.
  • Twin Peaks Wealth Advisors first reported a position in Penumbra in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Penumbra position peaked at $10.8K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.