Position in PEN
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,578
-$392 QoQ
Shares Held
5
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#418
of 446 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $30,195 across 11 Medical Devices names. PEN ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRMD |
Iradimed Corp
|
145 | $13,856 | |
| 2 | ABT |
Abbott Laboratories
|
91 | $8,257 | |
| 3 | EW |
Edwards Lifesciences Corp
|
25 | $2,261 | |
| 4 | PEN |
Penumbra Inc
This page
|
5 | $1,578 | |
| 5 | ITGR |
Integer Holdings Corp
|
15 | $1,401 | |
| 6 | DXCM |
Dexcom Inc
|
15 | $1,010 | |
| 7 | MDT |
Medtronic plc
|
9 | $704 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
9 | $576 |
All Filings in PEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578 | 5 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,970 | 6 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,554 | 5 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,266 | 5 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||