Perigon Wealth Management’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $598K | Sell |
10,836
-1,218
| -10% | -$66K | 0.01% | 720 |
|
|
2025
Q4 | $591K | Buy |
12,054
+3,097
| +35% | +$144K | 0.01% | 717 |
|
|
2025
Q3 | $387K | Sell |
8,957
-622
| -6% | -$24.3K | 0.01% | 843 |
|
|
2025
Q2 | $368K | Sell |
9,579
-703
| -7% | -$26.9K | 0.01% | 770 |
|
|
2025
Q1 | $398K | Buy |
10,282
+167
| +2% | +$6.11K | 0.01% | 704 |
|
|
2024
Q4 | $338K | Buy |
10,115
+484
| +5% | +$17.4K | 0.01% | 777 |
|
|
2024
Q3 | $394K | Sell |
9,631
-788
| -8% | -$32.2K | 0.01% | 696 |
|
|
2024
Q2 | $401K | Buy |
10,419
+529
| +5% | +$22.3K | 0.01% | 592 |
|
|
2024
Q1 | $424K | Buy |
9,890
+1,305
| +15% | +$53.8K | 0.01% | 581 |
|
|
2023
Q4 | $318K | Buy |
8,585
+131
| +2% | +$4.7K | 0.01% | 638 |
|
|
2023
Q3 | $306K | Sell |
8,454
-310
| -4% | -$11K | 0.01% | 583 |
|
|
2023
Q2 | $312K | Buy |
8,764
+825
| +10% | +$29.6K | 0.01% | 592 |
|
|
2023
Q1 | $282K | Buy |
7,939
+1,135
| +17% | +$39.7K | 0.02% | 558 |
|
|
2022
Q4 | $239K | Buy |
+6,804
| New | +$227K | 0.01% | 602 |
|
|
2022
Q1 | – | Sell |
-5,297
| Closed | -$292K | – | 627 |
|
|
2021
Q4 | $292K | Buy |
5,297
+124
| +2% | +$6.45K | 0.02% | 460 |
|
|
2021
Q3 | $247K | Sell |
5,173
-222
| -4% | -$11.2K | 0.02% | 461 |
|
|
2021
Q2 | $269K | Buy |
5,395
+359
| +7% | +$17.3K | 0.02% | 426 |
|
|
2021
Q1 | $225K | Buy |
5,036
+3,354
| +199% | +$152K | 0.02% | 445 |
|
|
2020
Q4 | $77K | Buy |
+1,682
| New | +$77.3K | 0.01% | 610 |
|
|
2018
Q4 | – | Sell |
-5,094
| Closed | -$259K | – | 244 |
|
|
2018
Q3 | $259K | Sell |
5,094
-76
| -1% | -$3.86K | 0.06% | 194 |
|
|
2018
Q2 | $264K | Sell |
5,170
-83
| -2% | -$4.18K | 0.08% | 206 |
|
|
2018
Q1 | $261K | Hold |
5,253
| – | – | 0.1% | 142 |
|
|
2017
Q4 | $236K | Sell |
5,253
-6,384
| -55% | -$295K | 0.09% | 134 |
|
|
2017
Q3 | $598K | Sell |
11,637
-28,369
| -71% | -$1.44M | 0.19% | 99 |
|
|
2017
Q2 | $2.18M | Sell |
40,006
-372
| -0.9% | -$19.8K | 0.47% | 61 |
|
|
2017
Q1 | $2.15M | Buy |
40,378
+4,602
| +13% | +$233K | 0.46% | 71 |
|
|
2016
Q4 | $1.9M | Buy |
35,776
+1,142
| +3% | +$56.4K | 0.42% | 76 |
|
|
2016
Q3 | $1.88M | Buy |
34,634
+3,662
| +12% | +$201K | 0.48% | 62 |
|
|
2016
Q2 | $1.69M | Buy |
30,972
+21,082
| +213% | +$1.11M | 0.45% | 67 |
|
|
2016
Q1 | $1.59M | Hold |
9,890
| – | – | 0.5% | 57 |
|
|
2015
Q4 | $499K | Sell |
9,890
-242
| -2% | -$12.3K | 0.14% | 141 |
|
|
2015
Q3 | $487K | Sell |
10,132
-576
| -5% | -$30K | 0.14% | 137 |
|
|
2015
Q2 | $557K | Buy |
10,708
+2,088
| +24% | +$118K | 0.15% | 138 |
|
|
2015
Q1 | $497K | Buy |
8,620
+530
| +7% | +$30.4K | 0.14% | 145 |
|
|
2014
Q4 | $432K | Buy |
8,090
+92
| +1% | +$5.15K | 0.13% | 139 |
|
|
2014
Q3 | $460K | Buy |
7,998
+917
| +13% | +$56.2K | 0.14% | 127 |
|
|
2014
Q2 | $473K | Buy |
7,081
+2,812
| +66% | +$190K | 0.13% | 125 |
|
|
2014
Q1 | $285K | Hold |
4,269
| – | – | 0.16% | 109 |
|
|
2013
Q4 | $284K | Buy |
+4,269
| New | +$277K | 0.16% | 108 |
|
Other funds holding GSK
JEST
Perigon Wealth Management's GSK Position: Q1 2026 in Review
Perigon Wealth Management reduced its GSK (GSK) stake by 10% in Q1 2026, selling an estimated $66K and leaving 10,836 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #720.
Perigon Wealth Management first reported a position in GSK in Q4 2013 and has held it in 39 quarters since. The position peaked at $2.18M in Q2 2017. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.
- Perigon Wealth Management held 10,836 shares of GSK worth $598K as of Q1 2026.
- Perigon Wealth Management sold 1,218 GSK shares in Q1 2026, an estimated $66K.
- GSK made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #720 holding.
- Perigon Wealth Management first reported a position in GSK in Q4 2013 and has held it in 39 quarters since.
- Perigon Wealth Management's GSK position peaked at $2.18M in Q2 2017.
- 1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.