Position in PEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,524
-$7,239 QoQ
Shares Held
46
-34.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#377
of 446 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $19,287,905 across 61 Medical Devices names. PEN ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
59,031 | $4,617,995 | |
| 2 | ABT |
Abbott Laboratories
|
45,148 | $4,096,729 | |
| 3 | SYK |
Stryker Corp
|
10,532 | $3,315,894 | |
| 4 | BSX |
Boston Scientific Corp
|
37,710 | $1,609,462 | |
| 5 | DXCM |
Dexcom Inc
|
20,784 | $1,399,802 | |
| 6 | EW |
Edwards Lifesciences Corp
|
7,241 | $655,020 | |
| 7 | GMED |
Globus Medical Inc
|
6,591 | $520,754 | |
| 8 | TMDX |
TransMedics Group, Inc.
|
6,773 | $449,862 |
All Filings in PEN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,524 | 46 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $21,763 | 70 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,319 | 21 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,238 | 36 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,324 | 14 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,720 | 14 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,317 | 74 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $20,978 | 94 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $21,129 | 84 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $33,383 | 138 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $45,071 | 131 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,229 | 8 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,779 | 8 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,516 | 8 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $622 | 5 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $444 | 2 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||