Position in PEN
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,940
+$141 QoQ
Shares Held
12
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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, 2026High Note Wealth, LLC holds $1,595,871 across 15 Medical Devices names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSX |
Boston Scientific Corp
|
12,972 | $553,644 | |
| 2 | GKOS |
GLAUKOS Corp
|
2,557 | $357,366 | |
| 3 | ITGR |
Integer Holdings Corp
|
3,209 | $299,881 | |
| 4 | MDT |
Medtronic plc
|
3,587 | $280,611 | |
| 5 | SYK |
Stryker Corp
|
126 | $39,669 | |
| 6 | ABT |
Abbott Laboratories
|
324 | $29,399 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
113 | $9,728 | |
| 8 | EW |
Edwards Lifesciences Corp
|
92 | $8,322 |
All Filings in PEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,940 | 12 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $3,799 | 15 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $4,274 | 18 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||