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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Twin Peaks Wealth Advisors's PEN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Penumbra (PEN) in Q1 2026: 33 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PEN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PEN in Q2 2025 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold PEN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 33 shares of Penumbra worth $10.8K as of Q1 2026.
  • Penumbra was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Penumbra made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1021 holding.
  • Twin Peaks Wealth Advisors first reported a position in Penumbra in Q2 2025 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held Penumbra as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.