Position in PEN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$295,533
-$104,039 QoQ
Shares Held
900
-42.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $17,621,321 across 15 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
67,499 | $5,280,446 | |
| 2 | ABT |
Abbott Laboratories
|
51,158 | $4,642,076 | |
| 3 | SYK |
Stryker Corp
|
6,426 | $2,023,161 | |
| 4 | EW |
Edwards Lifesciences Corp
|
18,295 | $1,654,965 | |
| 5 | BSX |
Boston Scientific Corp
|
30,795 | $1,314,330 | |
| 6 | STE |
STERIS plc
|
1,687 | $355,231 | |
| 7 | ESTA |
Establishment Labs Holdings Inc.
|
3,933 | $337,490 | |
| 8 | GKOS |
GLAUKOS Corp
|
2,406 | $336,262 |
All Filings in PEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $295,533 | 900 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $399,572 | 1,557 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $838,865 | 3,137 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $893,637 | 3,763 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $733,131 | 3,773 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $717,360 | 3,986 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||