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Perigon Wealth Management’s Genius Sports GENI Stock Holding History

Perigon Wealth Management’s Portfolio GENI Stock Details GENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,258
Closed -$152K – 1334
2025
Q3 		$152K Sell
12,258
-4,029
-25% -$48.2K ﹤0.01% 1183
2025
Q2 		$169K Buy
16,287
+87
+0.5% +$870 ﹤0.01% 1019
2025
Q1 		$162K Buy
16,200
+700
+5% +$6.49K ﹤0.01% 987
2024
Q4 		$136K Buy
+15,500
New +$129K ﹤0.01% 1012

Other funds holding GENI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Perigon Wealth Management's GENI Position: Q4 2025 in Review

Perigon Wealth Management sold out of Genius Sports (GENI) in Q4 2025, closing a stake of 12,258 shares — an estimated $152K sold.

Perigon Wealth Management first reported a position in GENI in Q4 2024 and held it in 4 quarters. The position peaked at $169K in Q2 2025. 276 funds tracked by Wall St. Rank hold GENI as of Q4 2025.

  • Perigon Wealth Management reported no remaining Genius Sports position as of Q4 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 12,258 Genius Sports shares in Q4 2025, an estimated $152K.
  • Perigon Wealth Management first reported a position in Genius Sports in Q4 2024 and held it in 4 quarters.
  • Perigon Wealth Management's Genius Sports position peaked at $169K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Genius Sports as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.