Perigon Wealth Management
LGIH icon

Perigon Wealth Management’s LGI Homes LGIH Stock Holding History

Perigon Wealth Management’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,015
Closed -$256K – 1524
2026
Q2 		$256K Buy
+4,015
New +$192K ﹤0.01% 1210
2021
Q1 		– Sell
-500
Closed -$53K – 798
2020
Q4 		$53K Buy
+500
New +$57K 0.01% 733

Other funds holding LGIH

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
KTF Investments
KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return
Montgomery Investment Management
Montgomery Investment Management Rockville, Maryland $329M AUM 29.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

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

Perigon Wealth Management sold out of LGI Homes (LGIH) in Q3 2026, closing a stake of 4,015 shares — an estimated $256K sold.

Perigon Wealth Management first reported a position in LGIH in Q4 2020 and held it in 2 quarters. The position peaked at $256K in Q2 2026. 46 funds tracked by Wall St. Rank hold LGIH as of Q3 2026.

  • Perigon Wealth Management reported no remaining LGI Homes position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 4,015 LGI Homes shares in Q3 2026, an estimated $256K.
  • Perigon Wealth Management first reported a position in LGI Homes in Q4 2020 and held it in 2 quarters.
  • Perigon Wealth Management's LGI Homes position peaked at $256K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held LGI Homes as of Q3 2026.

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