Perigon Wealth Management, LLC Incresed Positions in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NTNX
Nutanix, Inc.

Technology
613
+ 14.07%
$65.91 - $76.92 $40.4K - $47.2K
4.97K $327K
HYDB
Ishares Tr Edge High Yield Def

ETFs
153
+ 2.33%
$46.97 - $47.77 $7.19K - $7.31K
6.73K $317K
EBND
Spdr Bloomberg Emerging Market

ETFs
422
+ 0.53%
$21.1 - $21.41 $8.9K - $9.04K
79.7K $1.69M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
71
+ 2.48%
$125.45 - $131.1 $8.91K - $9.31K
2.94K $374K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
132
+ 1.15%
$34.12 - $36.01 $4.5K - $4.75K
11.6K $404K
BKR
Baker Hughes CO

Energy
28
+ 0.6%
$44.47 - $49.08 $1.25K - $1.37K
4.68K $227K
Celestica Inc
693
+ 78.93%
N/A
1.57K $0
Astera Labs Inc
73
+ 6.19%
N/A
1.25K $0
Gmo ETF Trust
35K
+ 24.4%
N/A
178K $0
Msc Income Fund Inc
13.8K
+ 84.45%
N/A
30.2K $0
Atlassian Corporation
3.29K
+ 36.16%
N/A
12.4K $0
Veralto Corp
10.4K
+ 285.45%
N/A
14K $0
Ark 21 Shares Bitcoin ETF
180
+ 1.12%
N/A
16.2K $0
Ishares Tr
26.4K
+ 108.78%
N/A
50.7K $0
Liberty Global LTD
1.79K
+ 9.26%
N/A
21.1K $0
Cervomed Inc
800
+ 2.78%
N/A
29.5K $0
Arista Networks Inc
11.1K
+ 33.6%
N/A
44.2K $0
Genedx Holdings Corp
48
+ 0.95%
N/A
5.13K $0
Natwest Group PLC
812
+ 5.59%
N/A
15.3K $0
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
24
+ 0.17%
$50.83 - $51.07 $1.22K - $1.23K
14.4K $734K
LCTD
Blackrock ETF World Ex Us Carb
524
+ 4.99%
N/A
11K $0
JGRO
J P Morgan Exchange Traded Fd
1.81K
+ 2.69%
N/A
69.1K $0
Invesco Actively Managed Exc
41.5K
+ 21.14%
N/A
238K $0
Jacobs Solutions Inc
2.89K
+ 42.81%
N/A
9.63K $0
Lithium Amers Corp New
75
+ 0.47%
N/A
15.9K $0
Bitwise Bitcoin ETF Tr
3.43K
+ 8.36%
N/A
44.4K $0
Bitmine Immersion Tecnologie
1.82K
+ 30.75%
N/A
7.72K $0
Blackrock ETF Trust Ii
22.3K
+ 11.98%
N/A
208K $0
VGLT
Vanguard Long Term Treasury Et

ETFs
271
+ 0.48%
$56.44 - $58.38 $15.3K - $15.8K
56.2K $3.18M
Blackrock ETF Trust Ii
10.7K
+ 78.28%
N/A
24.3K $0
Annaly Capital Management In
4.18K
+ 6.67%
N/A
66.9K $0
Blackrock ETF Trust
2.7K
+ 14.63%
N/A
21.2K $0
Blackrock ETF Trust
58.6K
+ 18.76%
N/A
371K $0
J P Morgan Exchange Traded F
5.4K
+ 3.84%
N/A
146K $0
Kenvue Inc
12.4K
+ 67.89%
N/A
30.8K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
4.2K
+ 139.42%
N/A
7.22K $0
Vanguard Instl Index Fd
17.6K
+ 28.62%
N/A
79.3K $0
Ishares Ethereum Tr
2K
+ 17.38%
N/A
13.5K $0
Ishares Bitcoin Trust ETF
53.8K
+ 76.64%
N/A
124K $0
Nebius Group N.V.
1.01K
+ 38.15%
N/A
3.67K $0
Manager Directed Portfolios
20.2K
+ 10.47%
N/A
213K $0
Gsk PLC
3.1K
+ 34.58%
N/A
12.1K $0
Sei Exchange Traded Funds
1.22K
+ 3.41%
N/A
37.2K $0
Franklin Templeton ETF Tr
1.71K
+ 9.77%
N/A
19.2K $0
Dimensional ETF Trust
157
+ 0.77%
N/A
20.7K $0
Ge Healthcare Technologies I
739
+ 7.81%
N/A
10.2K $0
Ge Vernova Inc
812
+ 12.7%
N/A
7.21K $0
Goldman Sachs ETF Tr
8.83K
+ 40.65%
N/A
30.5K $0
GIGB
Goldman Sachs ETF Access Invt
2.03K
+ 36.0%
N/A
7.65K $0
Activity Summary
Buys All Purchases 815 New Holdings 160 Increased Positions 655 Sells All Sells 429 Reductions 429 Sold out 0 Options Calls 11 Puts 1
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