Wealth Enhancement Advisory Services
PEN icon

Wealth Enhancement Advisory Services’s Penumbra PEN Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.93M Sell
6,072
-1,399
-19% -$453K ﹤0.01% 1593
2026
Q1 		$2.47M Buy
7,471
+3,746
+101% +$1.27M 0.01% 1279
2025
Q4 		$1.18M Sell
3,725
-177
-5% -$48.9K ﹤0.01% 1832
2025
Q3 		$972K Sell
3,902
-1,097
-22% -$277K ﹤0.01% 1888
2025
Q2 		$1.26M Buy
4,999
+1,748
+54% +$476K ﹤0.01% 1618
2025
Q1 		$869K Buy
3,251
+136
+4% +$36.8K ﹤0.01% 1672
2024
Q4 		$740K Buy
3,115
+1,332
+75% +$303K ﹤0.01% 1722
2024
Q3 		$346K Buy
1,783
+488
+38% +$92.2K ﹤0.01% 2075
2024
Q2 		$233K Buy
+1,295
New +$259K ﹤0.01% 2177

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 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

Wealth Enhancement Advisory Services's PEN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Penumbra (PEN) stake by 19% in Q2 2026, selling an estimated $453K and leaving 6,072 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Wealth Enhancement Advisory Services first reported a position in PEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.47M in Q1 2026. 451 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,072 shares of Penumbra worth $1.93M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,399 Penumbra shares in Q2 2026, an estimated $453K.
  • Penumbra made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1593 holding.
  • Wealth Enhancement Advisory Services first reported a position in Penumbra in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Penumbra position peaked at $2.47M in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.