Perigon Wealth Management, LLC Sells in Q4 2025

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Grayscale Ethereum Trust ETF
-85
- 0.47%
N/A
17.9K $0
Rubrik Inc.
-213
- 3.83%
N/A
5.35K $0
Goldman Sachs ETF Tr
-356
- 3.6%
N/A
9.53K $0
Niocorp Devs LTD
-21.4K
- 33.51%
N/A
42.4K $0
Sandisk Corp
-130
- 4.31%
N/A
2.88K $0
Talen Energy Corp
-2
- 0.3%
N/A
666 $0
Core Scientific Inc New
-147K
- 77.49%
N/A
42.7K $0
FLQH
Franklin Templeton Libertyq In

ETFs
-492
- 7.1%
N/A
6.44K $0
PMAR
Innovator U.S. Equity Power Bu

ETFs
-5
- 0.1%
$43.59 - $44.34 $218 - $222
5.2K $229K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-14
- 0.06%
$26.27 - $27.38 $368 - $383
22.7K $611K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-67
- 0.31%
$117.88 - $120.77 $7.9K - $8.09K
21.6K $2.6M
CTRA
Coterra Energy Inc.

Energy
-1.84K
- 9.64%
$22.58 - $26.79 $41.5K - $49.3K
17.2K $453K
EPD
Enterprise Products Partners L.P.

Energy
-2.85K
- 2.9%
$30.19 - $32.26 $86K - $91.8K
95.4K $3.08M
VOD
Vodafone Group Public LTD CO

Communication Services
-2.08K
- 4.79%
$11.17 - $12.67 $23.2K - $26.3K
41.3K $508K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-38
- 1.18%
$82.92 - $88.2 $3.15K - $3.35K
3.2K $279K
TFSL
Tfs Financial Corp

Financial Services
-27
- 0.22%
$12.67 - $13.95 $342 - $377
12K $164K
FSK
Fs Kkr Capital Corp

Financial Services
-153
- 1.09%
$14.16 - $15.65 $2.17K - $2.39K
13.9K $216K
MGA
Magna International Inc

Consumer Cyclical
-224
- 2.12%
$43.54 - $50.37 $9.75K - $11.3K
10.3K $507K
PHYS
Sprott Physical Gold Trust

Financial Services
-625
- 3.44%
$29.62 - $33.31 $18.5K - $20.8K
17.6K $546K
LIT
Global X Fds Global X Lithium

ETFs
-293
- 7.58%
$53.92 - $63.77 $15.8K - $18.7K
3.57K $227K
CTSH
Cognizant Technology Solutions Corp

Technology
-188
- 4.84%
$65.47 - $74.66 $12.3K - $14K
3.7K $268K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-652
- 2.61%
$21.43 - $22.74 $14K - $14.8K
24.3K $546K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-20
- 0.25%
$44.26 - $47.16 $885 - $943
8.13K $382K
EWJ
Ishares Msci Japan ETF

ETFs
-214
- 3.03%
$78.36 - $84.34 $16.8K - $18K
6.84K $574K
VTRS
Viatris Inc

Healthcare
-280
- 1.65%
$9.74 - $11.2 $2.73K - $3.14K
16.6K $178K
IDV
Ishares Tr

ETFs
-98
- 1.06%
$35.91 - $38.56 $3.52K - $3.78K
9.15K $349K
IGM
Ishares Expanded Tech Sector E

ETFs
-263
- 1.02%
$124.25 - $135.72 $32.7K - $35.7K
25.6K $3.27M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-1.91K
- 4.18%
$31.06 - $33.86 $59.4K - $64.7K
43.8K $1.47M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-351
- 0.54%
$76.84 - $80.86 $27K - $28.4K
64.3K $5.08M
BNTX
Bio N Tech Se

Healthcare
-71
- 1.2%
$102.06 - $111.7 $7.25K - $7.93K
5.86K $603K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-120
- 0.49%
$79.18 - $82.25 $9.5K - $9.87K
24.2K $1.96M
DFAX
Dimensional ETF Tr
-361
- 0.71%
$30.71 - $32.34 $11.1K - $11.7K
50.5K $1.62M
JCI
Johnson Controls International PLC

Industrials
-1.24K
- 6.44%
$105.55 - $122.66 $130K - $151K
17.9K $2.13M
MPLX
Mplx LP

Energy
-110
- 1.25%
$47.8 - $53.21 $5.26K - $5.85K
8.72K $464K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-747
- 1.33%
$72.17 - $75.74 $53.9K - $56.6K
55.3K $4.14M
NUE
Nucor Corp

Basic Materials
-15
- 0.61%
$131.78 - $154.43 $1.98K - $2.32K
2.45K $361K
BSX
Boston Scientific Corp

Healthcare
-509
- 3.08%
$94.95 - $104.98 $48.3K - $53.4K
16K $1.65M
CFLT
Confluent, Inc.

Technology
-158
- 1.47%
$19.72 - $24.45 $3.12K - $3.86K
10.6K $247K
HEFA
Ishares Currency Hedged Msci E

ETFs
-67
- 0.27%
$39.63 - $41.86 $2.66K - $2.8K
24.4K $1.01M
SGOL
Abrdn Gold ETF Trust

ETFs
-400
- 1.61%
$36.75 - $41.74 $14.7K - $16.7K
24.5K $952K
IOO
Ishares Tr Global 100 ETF

ETFs
-1.13K
- 3.11%
$118.15 - $126.87 $134K - $144K
35.3K $4.41M
CME
Cme Group Inc.

Financial Services
-1.39K
- 2.92%
$261.53 - $285.04 $364K - $396K
46.3K $12.9M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-613
- 2.29%
$64.77 - $69.67 $39.7K - $42.7K
26.1K $1.81M
MCO
Moodys Corp

Financial Services
-261
- 0.47%
$468.56 - $495.08 $122K - $129K
55.3K $26.5M
TWLO
Twilio Inc

Communication Services
-216
- 7.18%
$102.7 - $136.1 $22.2K - $29.4K
2.79K $349K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-197
- 0.38%
$98.0 - $102.56 $19.3K - $20.2K
51.1K $5.18M
AGX
Argan Inc

Industrials
-89
- 8.34%
$256.15 - $364.78 $22.8K - $32.5K
978 $343K
FTI
Technip Fmc PLC

Energy
-62
- 0.45%
$35.57 - $43.74 $2.21K - $2.71K
13.7K $598K
MKL
Markel Corp

Financial Services
-2
- 0.48%
$1826.32 - $2091.91 $3.65K - $4.18K
416 $857K
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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