AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

PENG holding history

Penguin Solutions, Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PENG overview All 13F holders of PENG Full Q2 2026 holdings

Shares (Q2 2026): 2,805
Value: $213.2K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2022

Holdings of PENG by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,805	$213.2K	<0.1%	+2,805	New	Holders
Q2 2022	0	$0	0.0%	−23,816−100.0%	Sold out	Holders
Q1 2022	23,816	$615.0K	<0.1%	+23,816	New	Holders