Perigon Wealth Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-28,668	Closed	-$953K	–	1227
2025 Q2	$953K	Buy	28,668 +10,005	+54%	+$1.05M	0.02%	484
2025 Q1	$1.86M	Buy	18,663 +7,837	+72%	+$762K	0.05%	314
2024 Q4	$1.03M	Buy	+10,826	New	+$1.07M	0.03%	440

Other funds holding FXE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perigon Wealth Management's FXE Position: Q3 2025 in Review

Perigon Wealth Management sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q3 2025, closing a stake of 28,668 shares — an estimated $953K sold.

Perigon Wealth Management first reported a position in FXE in Q4 2024 and held it in 3 quarters. The position peaked at $1.86M in Q1 2025. 96 funds tracked by Wall St. Rank hold FXE as of Q3 2025.

Perigon Wealth Management reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q3 2025 after selling out during the quarter.
Perigon Wealth Management sold 28,668 Invesco CurrencyShares Euro Currency Trust shares in Q3 2025, an estimated $953K.
Perigon Wealth Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2024 and held it in 3 quarters.
Perigon Wealth Management's Invesco CurrencyShares Euro Currency Trust position peaked at $1.86M in Q1 2025.
96 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.