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Perigon Wealth Management, LLC: GEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on GEV, newest first. How the timeline and the estimate are built.

Perigon Wealth Management, LLC held 8,057 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,057 shares
    Change vs previous 13F -297 shares

    0.15% of the 13F portfolio, value $9,465,511.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,354 shares
    Change vs previous 13F +1,147 shares

    0.13% of the 13F portfolio, value $7,292,591.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,207 shares
    Change vs previous 13F +812 shares

    0.08% of the 13F portfolio, value $4,710,497.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,395 shares
    Change vs previous 13F +1,843 shares

    0.08% of the 13F portfolio, value $3,932,210.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,552 shares
    Change vs previous 13F +397 shares

    0.06% of the 13F portfolio, value $2,408,535.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,155 shares
    Change vs previous 13F -515 shares

    0.03% of the 13F portfolio, value $1,268,534.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,670 shares
    Change vs previous 13F +1,074 shares

    0.04% of the 13F portfolio, value $1,825,970.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,596 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $916,997.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).