VisionPoint Advisory Group’s Penumbra PEN Stock Holding History

VisionPoint Advisory Group’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	-703	Closed	-$231K	–	513
2026 Q1	$231K	Buy	+703	New	+$238K	0.04%	398
2023 Q4	–	Sell	-8	Closed	-$1.94K	–	839
2023 Q3	$1.94K	Buy	8 +7	+700%	+$1.94K	﹤0.01%	591
2023 Q2	$344	Buy	+1	New	+$307	﹤0.01%	565

Other funds holding PEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

VisionPoint Advisory Group's PEN Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of Penumbra (PEN) in Q2 2026, closing a stake of 703 shares — an estimated $231K sold.

VisionPoint Advisory Group first reported a position in PEN in Q2 2023 and held it in 3 quarters. The position peaked at $231K in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

VisionPoint Advisory Group reported no remaining Penumbra position as of Q2 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 703 Penumbra shares in Q2 2026, an estimated $231K.
VisionPoint Advisory Group first reported a position in Penumbra in Q2 2023 and held it in 3 quarters.
VisionPoint Advisory Group's Penumbra position peaked at $231K in Q1 2026.
451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.