Perigon Wealth Management
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Perigon Wealth Management’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Perigon Wealth Management’s Portfolio CVMC Stock Details CVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$211K Buy
+2,884
New +$220K ﹤0.01% 1371

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

Perigon Wealth Management opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q3 2026: 2,884 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1371 among its holdings.

13 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

  • Perigon Wealth Management held 2,884 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $211K as of Q3 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF was a new Perigon Wealth Management position in Q3 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1371 holding.
  • 13 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

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