Perigon Wealth Management
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Perigon Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Perigon Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.59M Buy
3,124
+265
+9% +$140K 0.02% 460
2026
Q2 		$1.49M Sell
2,859
-46
-2% -$23K 0.02% 466
2026
Q1 		$1.35M Buy
2,905
+16
+0.6% +$7.75K 0.02% 454
2025
Q4 		$1.39M Buy
2,889
+1
+0% +$473 0.02% 453
2025
Q3 		$1.34M Sell
2,888
-183
-6% -$82.5K 0.03% 435
2025
Q2 		$1.35M Buy
3,071
+81
+3% +$33.6K 0.03% 407
2025
Q1 		$1.26M Hold
2,990
– – 0.03% 401
2024
Q4 		$1.29M Buy
2,990
+35
+1% +$15.2K 0.03% 384
2024
Q3 		$1.25M Sell
2,955
-100
-3% -$40.6K 0.03% 380
2024
Q2 		$1.19M Hold
3,055
– – 0.03% 331
2024
Q1 		$1.22M Buy
3,055
+11
+0.4% +$4.24K 0.04% 333
2023
Q4 		$1.15M Sell
3,044
-38
-1% -$13.3K 0.04% 312
2023
Q3 		$1.03M Sell
3,082
-85
-3% -$29.5K 0.04% 302
2023
Q2 		$1.09M Buy
3,167
+75
+2% +$25.2K 0.04% 303
2023
Q1 		$1.03M Buy
3,092
+1,123
+57% +$373K 0.06% 262
2022
Q4 		$652K Sell
1,969
-668
-25% -$217K 0.04% 343
2022
Q3 		$758K Sell
2,637
-15
-0.6% -$4.77K 0.07% 250
2022
Q2 		$816K Buy
2,652
+956
+56% +$313K 0.07% 240
2022
Q1 		$588K Buy
1,696
+152
+10% +$52.7K 0.04% 324
2021
Q4 		$561K Buy
1,544
+200
+15% +$71.1K 0.04% 319
2021
Q3 		$455K Hold
1,344
– – 0.04% 322
2021
Q2 		$464K Hold
1,344
– – 0.04% 322
2021
Q1 		$444K Sell
1,344
-29
-2% -$9.15K 0.05% 315
2020
Q4 		$420K Sell
1,373
-40
-3% -$11.6K 0.05% 279
2020
Q3 		$392K Sell
1,413
-1,920
-58% -$524K 0.05% 258
2020
Q2 		$859K Sell
3,333
-145
-4% -$35.7K 0.14% 122
2020
Q1 		$825K Buy
+3,478
New +$924K 0.15% 112

Other funds holding DIA

Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Clarity Wealth Advisors
Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

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

Perigon Wealth Management increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 9.3% in Q3 2026, buying an estimated $140K and bringing the position to 3,124 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #460.

Perigon Wealth Management first reported a position in DIA in Q1 2020 and has held it in 27 quarters since. 470 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Perigon Wealth Management held 3,124 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.59M as of Q3 2026.
  • Perigon Wealth Management bought 265 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $140K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #460 holding.
  • Perigon Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 27 quarters since.
  • 470 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

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