Perigon Wealth Management
GRNB icon

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
Q3 		$233K Buy
10,019
+194
+2% +$4.61K ﹤0.01% 1303
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return
rebel Financial
rebel Financial Groveport, Ohio $245M AUM 6.88% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

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

Perigon Wealth Management increased its VanEck Green Bond ETF (GRNB) stake by 2% in Q3 2026, buying an estimated $4.61K and bringing the position to 10,019 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Perigon Wealth Management first reported a position in GRNB in Q2 2023 and has held it in 12 quarters since. The position peaked at $398K in Q2 2024. 53 funds tracked by Wall St. Rank hold GRNB as of Q3 2026.

  • Perigon Wealth Management held 10,019 shares of VanEck Green Bond ETF worth $233K as of Q3 2026.
  • Perigon Wealth Management bought 194 VanEck Green Bond ETF shares in Q3 2026, an estimated $4.61K.
  • VanEck Green Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1303 holding.
  • Perigon Wealth Management first reported a position in VanEck Green Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Perigon Wealth Management's VanEck Green Bond ETF position peaked at $398K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held VanEck Green Bond ETF as of Q3 2026.

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