Grey Fox Wealth Advisors, LLC PENN β€” PENN ENTERTAINMENT INC

Ownership history in Grey Fox Wealth Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Grey Fox Wealth Advisors, LLC reported PENN ENTERTAINMENT INC (PENN) in 3 quarterly 13F filings from 2025 Q3 through 2025 Q3. The latest visible filing shows PENN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PENN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grey Fox Wealth Advisors, LLC's position in PENN ENTERTAINMENT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PENN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grey Fox Wealth Advisors, LLC held PENN β€” position size vs. price
% of Fund (quarterly)    PENN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 93.8% -22.7% βœ… 28 -422 -93.8% 0.00% $539 2025-10-29 $16.61
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Grey Fox Wealth Advisors, LLC and PENN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grey Fox Wealth Advisors, LLC reported owning PENN?

Grey Fox Wealth Advisors, LLC reported PENN across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported PENN position in Grey Fox Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for PENN was 0.00% in 2025 Q3.

What is the latest reported PENN position on this page?

The most recent filing on this page is 2025 Q3, when Grey Fox Wealth Advisors, LLC reported 28 shares, equal to 0.00% of portfolio, with an estimated market value of $539.

What does the chart on this PENN ownership page compare?

The chart compares Grey Fox Wealth Advisors, LLC's quarterly PENN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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