Position in PEN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$12,630
-$504 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#380
of 446 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Golden State Wealth Management, LLC holds $798,205 across 14 Medical Devices names. PEN ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
3,202 | $290,549 | |
| 2 | EW |
Edwards Lifesciences Corp
|
2,291 | $207,243 | |
| 3 | SYK |
Stryker Corp
|
296 | $93,192 | |
| 4 | MDT |
Medtronic plc
|
918 | $71,815 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
846 | $54,152 | |
| 6 | ZBH |
Zimmer Biomet Holdings, Inc.
|
457 | $39,343 | |
| 7 | BSX |
Boston Scientific Corp
|
382 | $16,303 | |
| 8 | PEN |
Penumbra Inc
This page
|
40 | $12,630 |
All Filings in PEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,630 | 40 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $13,134 | 40 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,680 | 44 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,132 | 40 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||