Position in PEN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$631
-$1,648 QoQ
Shares Held
2
-77.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#434
of 446 holders
Holding Since
Jun 2023
8 quarters on record
Common Shares in PEN Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $1,824,916 across 22 Medical Devices names. PEN ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
5,052 | $458,418 | |
| 2 | EW |
Edwards Lifesciences Corp
|
2,791 | $252,473 | |
| 3 | MDT |
Medtronic plc
|
2,835 | $221,782 | |
| 4 | ELMD |
Electromed, Inc.
|
4,405 | $186,331 | |
| 5 | IRMD |
Iradimed Corp
|
1,000 | $95,560 | |
| 6 | SYK |
Stryker Corp
|
303 | $95,396 | |
| 7 | AORT |
Artivion, Inc.
|
4,134 | $92,890 | |
| 8 | BSX |
Boston Scientific Corp
|
2,012 | $85,872 |
All Filings in PEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631 | 2 | Shares | Sole | 2026-07-15 | |
| 2025-09-30 | $2,279 | 9 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $90,847 | 354 | Shares | Sole | 2025-08-04 | |
| 2024-06-30 | $1,439 | 8 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,231 | 10 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,515 | 10 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,419 | 10 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,440 | 10 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||