PWM
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Perigon Wealth Management’s CervoMed CRVO Stock Holding History

Perigon Wealth Management’s Portfolio CRVO Stock Details CRVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29,531
Closed -$233K – 1319
2025
Q4 		$233K Buy
29,531
+800
+3% +$6.43K ﹤0.01% 1148
2025
Q3 		$232K Buy
28,731
+11,425
+66% +$98K ﹤0.01% 1074
2025
Q2 		$109K Sell
17,306
-900
-5% -$7.67K ﹤0.01% 1032
2025
Q1 		$167K Sell
18,206
-44,523
-71% -$170K ﹤0.01% 982
2024
Q4 		$132K Buy
+62,729
New +$610K ﹤0.01% 1014

Other funds holding CRVO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return