Perigon Wealth Management’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-19,139	Closed	-$296K	–	1229
2025 Q2	$296K	Hold	19,139	–	–	0.01%	844
2025 Q1	$279K	Hold	19,139	–	–	0.01%	842
2024 Q4	$298K	Buy	19,139 +127	+0.7%	+$1.96K	0.01%	818
2024 Q3	$294K	Buy	19,012 +71	+0.4%	+$1.05K	0.01%	804
2024 Q2	$272K	Buy	18,941 +54	+0.3%	+$766	0.01%	724
2024 Q1	$275K	Hold	18,887	–	–	0.01%	708
2023 Q4	$254K	Buy	18,887 +166	+0.9%	+$2.1K	0.01%	717
2023 Q3	$227K	Buy	18,721 +75	+0.4%	+$941	0.01%	692
2023 Q2	$235K	Buy	18,646 +84	+0.5%	+$1.02K	0.01%	689
2023 Q1	$224K	Hold	18,562	–	–	0.01%	642
2022 Q4	$220K	Buy	18,562 +1,023	+6%	+$12.6K	0.01%	632
2022 Q3	$198K	Hold	17,539	–	–	0.02%	545
2022 Q2	$210K	Buy	+17,539	New	+$221K	0.02%	530

Other funds holding GDIV

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

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

Perigon Wealth Management sold out of Harbor Dividend Growth Leaders ETF (GDIV) in Q3 2025, closing a stake of 19,139 shares — an estimated $296K sold.

Perigon Wealth Management first reported a position in GDIV in Q2 2022 and held it in 13 quarters. The position peaked at $298K in Q4 2024. 27 funds tracked by Wall St. Rank hold GDIV as of Q3 2025.

Perigon Wealth Management reported no remaining Harbor Dividend Growth Leaders ETF position as of Q3 2025 after selling out during the quarter.
Perigon Wealth Management sold 19,139 Harbor Dividend Growth Leaders ETF shares in Q3 2025, an estimated $296K.
Perigon Wealth Management first reported a position in Harbor Dividend Growth Leaders ETF in Q2 2022 and held it in 13 quarters.
Perigon Wealth Management's Harbor Dividend Growth Leaders ETF position peaked at $298K in Q4 2024.
27 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q3 2025.

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