Perigon Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$236K	Sell	3,018 -201	-6%	-$16.6K	﹤0.01%	1273
2026 Q1	$239K	Sell	3,219 -351	-10%	-$25.1K	﹤0.01%	1122
2025 Q4	$232K	Sell	3,570 -293	-8%	-$18.1K	﹤0.01%	1153
2025 Q3	$220K	Buy	+3,863	New	+$178K	﹤0.01%	1106
2021 Q1	–	Sell	-500	Closed	-$31K	–	800
2020 Q4	$31K	Buy	+500	New	+$24.8K	﹤0.01%	889

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Perigon Wealth Management's LIT Position: Q2 2026 in Review

Perigon Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 6.2% in Q2 2026, selling an estimated $16.6K and leaving 3,018 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Perigon Wealth Management first reported a position in LIT in Q4 2020 and has held it in 5 quarters since. The position peaked at $239K in Q1 2026. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Perigon Wealth Management held 3,018 shares of Global X Lithium & Battery Tech ETF worth $236K as of Q2 2026.
Perigon Wealth Management sold 201 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $16.6K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1273 holding.
Perigon Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 5 quarters since.
Perigon Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $239K in Q1 2026.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.