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Balance Wealth Partners LLC → PNTG
Balance Wealth Partners LLC PNTG Position History
The Pennant Group, Inc. • Healthcare
Quarters held
4
Latest value
$255K
Q3 2026
Peak value
$668K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $454K |
| Q1 2026 | $493K |
| Q2 2026 | $668K |
| Q3 2026 | $255K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $255K | 6.5K | — | — |
| Q2 2026 | $668K | 18.1K | — | — |
| Q1 2026 | $493K | 16.2K | — | — |
| Q4 2025 | $454K | 16.1K | — | — |