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Wealth Enhancement Trust Services’s Penumbra PEN Stock Holding History

Wealth Enhancement Trust 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 		$316 Buy
+1
New +$324 ﹤0.01% 1299

Other funds holding PEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Penumbra (PEN) in Q2 2026: 1 share worth $316. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings.

261 funds tracked by Wall St. Rank hold PEN as of Q2 2026.

  • Wealth Enhancement Trust Services held 1 share of Penumbra worth $316 as of Q2 2026.
  • Penumbra was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Penumbra made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1299 holding.
  • 261 funds tracked by Wall St. Rank held Penumbra as of Q2 2026.

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