PWM
FEGE

Perigon Wealth Management’s First Eagle Global Equity ETF FEGE Stock Holding History

Perigon Wealth Management’s Portfolio FEGE Stock Details FEGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.37M Buy
50,406
+1,845
+4% +$89.9K 0.04% 341
2025
Q4 		$2.24M Buy
48,561
+35,438
+270% +$1.6M 0.04% 345
2025
Q3 		$580K Buy
+13,123
New +$550K 0.01% 685

Other funds holding FEGE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Perigon Wealth Management's FEGE Position: Q1 2026 in Review

Perigon Wealth Management increased its First Eagle Global Equity ETF (FEGE) stake by 3.8% in Q1 2026, buying an estimated $89.9K and bringing the position to 50,406 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #341.

Perigon Wealth Management first reported a position in FEGE in Q3 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold FEGE as of Q1 2026.

  • Perigon Wealth Management held 50,406 shares of First Eagle Global Equity ETF worth $2.37M as of Q1 2026.
  • Perigon Wealth Management bought 1,845 First Eagle Global Equity ETF shares in Q1 2026, an estimated $89.9K.
  • First Eagle Global Equity ETF made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #341 holding.
  • Perigon Wealth Management first reported a position in First Eagle Global Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 177 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.