Perigon Wealth Management’s GRAIL Inc GRAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.47M	Sell	17,596 -2,157	-11%	-$171K	0.04%	357
2026 Q2	$1.35M	Sell	19,753 -50	-0.3%	-$2.94K	0.02%	494
2026 Q1	$1.02M	Buy	19,803 +353	+2%	+$27.3K	0.02%	532
2025 Q4	$1.66M	Buy	19,450 +133	+0.7%	+$11.5K	0.03%	411
2025 Q3	$1.14M	Buy	19,317 +1,582	+9%	+$60.5K	0.02%	473
2025 Q2	$912K	Buy	17,735 +2,580	+17%	+$93.4K	0.02%	498
2025 Q1	$387K	Buy	15,155 +238	+2%	+$7.35K	0.01%	714
2024 Q4	$260K	Buy	14,917 +865	+6%	+$14.1K	0.01%	874
2024 Q3	$193K	Buy	+14,052	New	+$213K	0.01%	946

Other funds holding GRAL

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

LAI

Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

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

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

William John Sempolinski Easton, Massachusetts $259M AUM 24.85% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Trifecta Capital Advisors Northbrook, Illinois $808M AUM 34.69% 1-Year Est. Return

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

Perigon Wealth Management reduced its GRAIL Inc (GRAL) stake by 11% in Q3 2026, selling an estimated $171K and leaving 17,596 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #357.

Perigon Wealth Management first reported a position in GRAL in Q3 2024 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold GRAL as of Q3 2026.

Perigon Wealth Management held 17,596 shares of GRAIL Inc worth $2.47M as of Q3 2026.
Perigon Wealth Management sold 2,157 GRAIL Inc shares in Q3 2026, an estimated $171K.
GRAIL Inc made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #357 holding.
Perigon Wealth Management first reported a position in GRAIL Inc in Q3 2024 and has held it in 9 quarters since.
75 funds tracked by Wall St. Rank held GRAIL Inc as of Q3 2026.

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