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Perigon Wealth Management’s Global Water Resources GWRS Stock Holding History

Perigon Wealth Management’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$194K Buy
25,600
+6,426
+34% +$54.1K ﹤0.01% 1228
2025
Q4 		$162K Buy
+19,174
New +$180K ﹤0.01% 1259

Other funds holding GWRS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perigon Wealth Management's GWRS Position: Q1 2026 in Review

Perigon Wealth Management increased its Global Water Resources (GWRS) stake by 34% in Q1 2026, buying an estimated $54.1K and bringing the position to 25,600 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Perigon Wealth Management first reported a position in GWRS in Q4 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold GWRS as of Q1 2026.

  • Perigon Wealth Management held 25,600 shares of Global Water Resources worth $194K as of Q1 2026.
  • Perigon Wealth Management bought 6,426 Global Water Resources shares in Q1 2026, an estimated $54.1K.
  • Global Water Resources made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1228 holding.
  • Perigon Wealth Management first reported a position in Global Water Resources in Q4 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Global Water Resources as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.