Perigon Wealth Management
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Perigon Wealth Management’s ASE Group ASX Stock Holding History

Perigon Wealth Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$664K Buy
14,926
+7,462
+100% +$292K 0.01% 763
2026
Q2 		$337K Buy
+7,464
New +$251K 0.01% 1052
2025
Q1 		– Sell
-10,691
Closed -$112K – 1035
2024
Q4 		$112K Buy
10,691
+675
+7% +$6.72K ﹤0.01% 1020
2024
Q3 		$97.8K Sell
10,016
-74
-0.7% -$752 ﹤0.01% 971
2024
Q2 		$115K Buy
+10,090
New +$109K ﹤0.01% 840
2023
Q4 		– Sell
-13,915
Closed -$105K – 837
2023
Q3 		$105K Buy
13,915
+652
+5% +$5.07K ﹤0.01% 757
2023
Q2 		$103K Buy
+13,263
New +$102K ﹤0.01% 753
2017
Q1 		– Sell
-1,260
Closed -$8K – 615
2016
Q4 		$8K Hold
1,260
– – ﹤0.01% 583
2016
Q3 		$7K Buy
+1,260
New +$7.42K ﹤0.01% 515

Other funds holding ASX

Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gunderson Capital Management
Gunderson Capital Management Mt. Pleasant, South Carolina $359M AUM 176.83% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Perigon Wealth Management's ASX Position: Q3 2026 in Review

Perigon Wealth Management increased its ASE Group (ASX) stake by 100% in Q3 2026, buying an estimated $292K and bringing the position to 14,926 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #763.

Perigon Wealth Management first reported a position in ASX in Q3 2016 and has held it in 9 quarters since. 110 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

  • Perigon Wealth Management held 14,926 shares of ASE Group worth $664K as of Q3 2026.
  • Perigon Wealth Management bought 7,462 ASE Group shares in Q3 2026, an estimated $292K.
  • ASE Group made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #763 holding.
  • Perigon Wealth Management first reported a position in ASE Group in Q3 2016 and has held it in 9 quarters since.
  • 110 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.