Position in PEN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,736
-$77,684 QoQ
Shares Held
15
-94.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#396
of 446 holders
Holding Since
Sep 2024
8 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, 2026True Wealth Design, LLC holds $972,344 across 68 Medical Devices names. PEN ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
1,435 | $130,211 | |
| 2 | BSX |
Boston Scientific Corp
|
2,891 | $123,387 | |
| 3 | PODD |
Insulet Corp
|
796 | $121,191 | |
| 4 | MDT |
Medtronic plc
|
1,416 | $110,773 | |
| 5 | STE |
STERIS plc
|
320 | $67,382 | |
| 6 | DXCM |
Dexcom Inc
|
983 | $66,205 | |
| 7 | BRKR |
Bruker Corp
|
665 | $40,019 | |
| 8 | EW |
Edwards Lifesciences Corp
|
398 | $36,003 |
All Filings in PEN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,736 | 15 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $82,420 | 251 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $78,038 | 251 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $64,089 | 253 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $38,494 | 150 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $40,913 | 153 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $34,197 | 144 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,231 | 135 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||