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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

WGS holding history

GeneDx Holdings Corp. in every 13F filed by Perigon Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WGS overviewAll 13F holders of WGSFull Q2 2026 holdings

Shares (Q2 2026)
5,636
Value
$386.9K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of WGS by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,636$386.9K<0.1%+10+0.2%AddedHolders
Q1 20265,626$361.3K<0.1%+501+9.8%AddedHolders
Q4 20255,125$666.6K<0.1%+48+0.9%AddedHolders
Q3 20255,077$547.0K<0.1%−108−2.1%ReducedHolders
Q2 20255,185$478.6K<0.1%+5,185NewHolders