ELEVATION POINT WEALTH PARTNERS, LLC
Position in PAG — Penske Automotive Group, Inc.
CIK 1744349
DENVER, CO
Position in PAG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,935,386
-$112,886 QoQ
Shares Held
12,944
+0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAG Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $2,273,257 across 2 Auto & Truck Dealerships names. PAG ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
This page
|
12,944 | $1,935,386 | |
| 2 | LAD |
Lithia Motors Inc
|
1,353 | $337,871 |
All Filings in PAG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,935,386 | 12,944 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,048,272 | 12,940 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,249,004 | 12,932 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||