Perigon Wealth Management’s Lithium Americas LAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$88.1K	Buy	33,486 +12,500	+60%	+$38.4K	﹤0.01%	1435
2026 Q2	$80.8K	Buy	20,986 +34	+0.2%	+$162	﹤0.01%	1407
2026 Q1	$82.8K	Buy	20,952 +5,053	+32%	+$24.8K	﹤0.01%	1268
2025 Q4	$69.3K	Buy	15,899 +75	+0.5%	+$433	﹤0.01%	1294
2025 Q3	$90.4K	Sell	15,824 -10,000	-39%	-$31.6K	﹤0.01%	1204
2025 Q2	$69.2K	Buy	25,824 +10,000	+63%	+$27.7K	﹤0.01%	1041
2025 Q1	$42.9K	Hold	15,824	–	–	﹤0.01%	1022
2024 Q4	$54.4K	Buy	15,824 +5,000	+46%	+$17.3K	﹤0.01%	1038
2024 Q3	$29.2K	Hold	10,824	–	–	﹤0.01%	990
2024 Q2	$29K	Buy	+10,824	New	+$47.8K	﹤0.01%	861

Other funds holding LAC

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

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

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

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

Perigon Wealth Management increased its Lithium Americas (LAC) stake by 60% in Q3 2026, buying an estimated $38.4K and bringing the position to 33,486 shares worth $88.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Perigon Wealth Management first reported a position in LAC in Q2 2024 and has held it in 10 quarters since. The position peaked at $90.4K in Q3 2025. 52 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

Perigon Wealth Management held 33,486 shares of Lithium Americas worth $88.1K as of Q3 2026.
Perigon Wealth Management bought 12,500 Lithium Americas shares in Q3 2026, an estimated $38.4K.
Lithium Americas made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1435 holding.
Perigon Wealth Management first reported a position in Lithium Americas in Q2 2024 and has held it in 10 quarters since.
Perigon Wealth Management's Lithium Americas position peaked at $90.4K in Q3 2025.
52 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

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