Perigon Wealth Management’s VanEck Green Bond ETF GRNB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Buy	9,825 +124	+1%	+$2.98K	﹤0.01%	1271
2026 Q1	$232K	Buy	9,701 +978	+11%	+$23.7K	﹤0.01%	1135
2025 Q4	$212K	Buy	8,723 +143	+2%	+$3.49K	﹤0.01%	1220
2025 Q3	$210K	Buy	+8,580	New	+$208K	﹤0.01%	1143
2025 Q1	–	Sell	-8,910	Closed	-$212K	–	1056
2024 Q4	$212K	Sell	8,910 -224	-2%	-$5.38K	0.01%	959
2024 Q3	$224K	Sell	9,134 -7,716	-46%	-$186K	0.01%	897
2024 Q2	$398K	Buy	16,850 +530	+3%	+$12.5K	0.01%	597
2024 Q1	$387K	Buy	16,320 +16	+0.1%	+$378	0.01%	601
2023 Q4	$389K	Buy	16,304 +1,733	+12%	+$39.8K	0.01%	572
2023 Q3	$330K	Buy	14,571 +15	+0.1%	+$346	0.01%	555
2023 Q2	$339K	Buy	+14,556	New	+$341K	0.01%	572

Other funds holding GRNB

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Perigon Wealth Management's GRNB Position: Q2 2026 in Review

Perigon Wealth Management increased its VanEck Green Bond ETF (GRNB) stake by 1.3% in Q2 2026, buying an estimated $2.98K and bringing the position to 9,825 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Perigon Wealth Management first reported a position in GRNB in Q2 2023 and has held it in 11 quarters since. The position peaked at $398K in Q2 2024. 76 funds tracked by Wall St. Rank hold GRNB as of Q2 2026.

Perigon Wealth Management held 9,825 shares of VanEck Green Bond ETF worth $237K as of Q2 2026.
Perigon Wealth Management bought 124 VanEck Green Bond ETF shares in Q2 2026, an estimated $2.98K.
VanEck Green Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1271 holding.
Perigon Wealth Management first reported a position in VanEck Green Bond ETF in Q2 2023 and has held it in 11 quarters since.
Perigon Wealth Management's VanEck Green Bond ETF position peaked at $398K in Q2 2024.
76 funds tracked by Wall St. Rank held VanEck Green Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.