Wealth Enhancement Advisory Services
PENG icon

Wealth Enhancement Advisory Services’s Penguin Solutions Inc PENG Stock Holding History

Wealth Enhancement Advisory Services’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 		$572K Sell
7,997
-200
-2% -$11.3K ﹤0.01% 2683
2026
Q2 		$642K Buy
+8,197
New +$373K ﹤0.01% 2455

Other funds holding PENG

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Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
UWS
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's PENG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Penguin Solutions Inc (PENG) stake by 2.4% in Q3 2026, selling an estimated $11.3K and leaving 7,997 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

Wealth Enhancement Advisory Services first reported a position in PENG in Q2 2026 and has held it in 2 quarters since. The position peaked at $642K in Q2 2026. 18 funds tracked by Wall St. Rank hold PENG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,997 shares of Penguin Solutions Inc worth $572K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 200 Penguin Solutions Inc shares in Q3 2026, an estimated $11.3K.
  • Penguin Solutions Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2683 holding.
  • Wealth Enhancement Advisory Services first reported a position in Penguin Solutions Inc in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Penguin Solutions Inc position peaked at $642K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Penguin Solutions Inc as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.