Position in PNTG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$668,277
+$175,081 QoQ
Shares Held
18,086
+11.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#97
of 200 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNTG Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Balance Wealth, LLC holds $2,282,498 across 2 Medical Care Facilities names. PNTG ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
10,070 | $1,614,221 | |
| 2 | PNTG |
Pennant Group, Inc.
This page
|
18,086 | $668,277 |
All Filings in PNTG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,277 | 18,086 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $493,196 | 16,181 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $454,312 | 16,139 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $317,645 | 12,595 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $375,960 | 12,595 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $316,764 | 12,595 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||