Position in PEN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,263
-$50 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#422
of 446 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $338,858 across 23 Medical Devices names. PEN ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEHC |
GE HealthCare Technologies Inc.
|
1,645 | $105,296 | |
| 2 | ABT |
Abbott Laboratories
|
679 | $61,612 | |
| 3 | SYK |
Stryker Corp
|
135 | $42,503 | |
| 4 | EW |
Edwards Lifesciences Corp
|
184 | $16,644 | |
| 5 | NEOG |
Neogen Corp
|
1,772 | $15,930 | |
| 6 | BSX |
Boston Scientific Corp
|
358 | $15,279 | |
| 7 | ITGR |
Integer Holdings Corp
|
127 | $11,868 | |
| 8 | MDT |
Medtronic plc
|
150 | $11,734 |
All Filings in PEN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,263 | 4 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,313 | 4 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,243 | 4 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,013 | 4 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,026 | 4 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,069 | 4 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $949 | 4 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $777 | 4 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $719 | 4 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $892 | 4 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,006 | 4 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||