Perigon Wealth Management’s VanEck Environmental Services ETF EVX Stock Holding History

Perigon Wealth Management’s Portfolio EVX Stock Details EVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.74M	Hold	44,948	–	–	0.03%	438
2026 Q2	$1.85M	Sell	44,948 -186	-0.4%	-$7.38K	0.03%	428
2026 Q1	$1.75M	Hold	45,134	–	–	0.03%	405
2025 Q4	$1.73M	Sell	45,134 -2,532	-5%	-$96.8K	0.03%	400
2025 Q3	$1.86M	Sell	47,666 -779	-2%	-$30.3K	0.04%	372
2025 Q2	$1.85M	Sell	48,445 -574	-1%	-$20.8K	0.04%	348
2025 Q1	$1.74M	Buy	49,019 +469	+1%	+$16.6K	0.04%	334
2024 Q4	$1.72M	Sell	48,550 -2,685	-5%	-$98.2K	0.04%	336
2024 Q3	$1.85M	Sell	51,235 -1,345	-3%	-$47K	0.05%	303
2024 Q2	$1.79M	Buy	+52,580	New	+$1.74M	0.05%	268

Other funds holding EVX

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

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

Perigon Wealth Management held its VanEck Environmental Services ETF (EVX) position steady in Q3 2026 at 44,948 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #438.

Perigon Wealth Management first reported a position in EVX in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.86M in Q3 2025. 14 funds tracked by Wall St. Rank hold EVX as of Q3 2026.

Perigon Wealth Management held 44,948 shares of VanEck Environmental Services ETF worth $1.74M as of Q3 2026.
Perigon Wealth Management left its VanEck Environmental Services ETF share count unchanged in Q3 2026.
VanEck Environmental Services ETF made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #438 holding.
Perigon Wealth Management first reported a position in VanEck Environmental Services ETF in Q2 2024 and has held it in 10 quarters since.
Perigon Wealth Management's VanEck Environmental Services ETF position peaked at $1.86M in Q3 2025.
14 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q3 2026.

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