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Perigon Wealth Management’s Aspen Aerogels ASPN Stock Holding History

Perigon Wealth Management’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-49,321
Closed -$254K – 1311
2025
Q3 		$343K Buy
49,321
+11,455
+30% +$80.8K 0.01% 892
2025
Q2 		$224K Buy
37,866
+4,270
+13% +$24.6K 0.01% 955
2025
Q1 		$215K Sell
33,596
-855
-2% -$8.24K 0.01% 939
2024
Q4 		$433K Buy
34,451
+13,796
+67% +$235K 0.01% 681
2024
Q3 		$572K Buy
20,655
+11,889
+136% +$297K 0.02% 575
2024
Q2 		$209K Buy
+8,766
New +$206K 0.01% 802

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Perigon Wealth Management's ASPN Position: Q4 2025 in Review

Perigon Wealth Management sold out of Aspen Aerogels (ASPN) in Q4 2025, closing a stake of 49,321 shares — an estimated $254K sold.

Perigon Wealth Management first reported a position in ASPN in Q2 2024 and held it in 6 quarters. The position peaked at $572K in Q3 2024. 183 funds tracked by Wall St. Rank hold ASPN as of Q4 2025.

  • Perigon Wealth Management reported no remaining Aspen Aerogels position as of Q4 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 49,321 Aspen Aerogels shares in Q4 2025, an estimated $254K.
  • Perigon Wealth Management first reported a position in Aspen Aerogels in Q2 2024 and held it in 6 quarters.
  • Perigon Wealth Management's Aspen Aerogels position peaked at $572K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.