Position in PEN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$695,816
+$478,801 QoQ
Shares Held
2,119
+203.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Gibbs Wealth Management holds $6,503,717 across 9 Medical Devices names. PEN ranks #5 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UFPT |
Ufp Technologies Inc
|
6,965 | $1,348,424 | |
| 2 | MDT |
Medtronic plc
|
14,835 | $1,285,452 | |
| 3 | LIVN |
LivaNova PLC
|
16,137 | $1,025,667 | |
| 4 | ABT |
Abbott Laboratories
|
6,903 | $708,731 | |
| 5 | PEN |
Penumbra Inc
This page
|
2,119 | $695,816 | |
| 6 | STE |
STERIS plc
|
2,345 | $518,549 | |
| 7 | PODD |
Insulet Corp
|
2,196 | $460,808 | |
| 8 | DXCM |
Dexcom Inc
|
3,759 | $236,065 |
All Filings in PEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $695,816 | 2,119 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $217,015 | 698 | Shares | Other | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||