Balance Wealth »

Pennant Group shares owned by Balance Wealth

Quarter-by-quarter ownership of Pennant Group (PNTG) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Pennant Group

Tip: Access up to 7 years of quarterly data

All positions including Pennant Group held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pennant Group by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 13k 25.22
2025-06-30 $376k 13k 29.85
2025-03-31 $317k 13k 25.15

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Pennant Group

Van Berkom & Associates
BlackRock
Vanguard Group
8 Knots Management
Paradigm Capital Management
Ophir Asset Management Pty
Kent Lake PR
FMR
Geode Capital Management
Dimensional Fund Advisors
State Street Corporation
Riverbrige Partners
Nuveen
WCM Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Pennant Group