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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PEN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PEN Position History
Penumbra, Inc. • Healthcare
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $972K |
| Q4 2025 | $1.2M |
| Q1 2026 | $2.5M |
| Q2 2026 | $1.9M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 4.7K | — | — |
| Q2 2026 | $1.9M | 6.1K | — | — |
| Q1 2026 | $2.5M | 7.5K | — | — |
| Q4 2025 | $1.2M | 3.7K | — | — |
| Q3 2025 | $972K | 3.9K | — | — |
Other funds holding PEN
$1.1B
$974.1M
$965.7M
$899.3M
$580.5M
$580.5M
$577.7M
$536.6M