James T. Borello RIA
PEN icon

James T. Borello RIA’s Penumbra PEN Stock Holding History

James T. Borello RIA’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
Q3 		$637 Hold
2
– – ﹤0.01% 1025
2026
Q2 		$632 Sell
2
-8
-80% -$2.59K ﹤0.01% 1046
2026
Q1 		$3.28K Buy
10
+8
+400% +$2.71K ﹤0.01% 853
2025
Q4 		$622 Sell
2
-8
-80% -$2.21K ﹤0.01% 922
2025
Q3 		$2.53K Buy
+10
New +$2.52K ﹤0.01% 689

Other funds holding PEN

Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

James T. Borello RIA's PEN Position: Q3 2026 in Review

James T. Borello RIA held its Penumbra (PEN) position steady in Q3 2026 at 2 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

James T. Borello RIA first reported a position in PEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.28K in Q1 2026. 44 funds tracked by Wall St. Rank hold PEN as of Q3 2026.

  • James T. Borello RIA held 2 shares of Penumbra worth $637 as of Q3 2026.
  • James T. Borello RIA left its Penumbra share count unchanged in Q3 2026.
  • Penumbra made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1025 holding.
  • James T. Borello RIA first reported a position in Penumbra in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Penumbra position peaked at $3.28K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Penumbra as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.