Position in PEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,893
-$76 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#415
of 445 holders
Holding Since
Sep 2025
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, 2026JPL Wealth Management, LLC holds $380,588 across 41 Medical Devices names. PEN ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
451 | $141,992 | |
| 2 | ABT |
Abbott Laboratories
|
535 | $48,545 | |
| 3 | BSX |
Boston Scientific Corp
|
919 | $39,221 | |
| 4 | EW |
Edwards Lifesciences Corp
|
419 | $37,902 | |
| 5 | STE |
STERIS plc
|
108 | $22,740 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
273 | $17,474 | |
| 7 | PODD |
Insulet Corp
|
97 | $14,767 | |
| 8 | PHG |
Koninklijke Philips NV
|
409 | $11,120 |
All Filings in PEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,893 | 6 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,969 | 6 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $1,519 | 6 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||