Perigon Wealth Management
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Perigon Wealth Management’s Planet Labs PL Stock Holding History

Perigon Wealth Management’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$385K Sell
23,467
-7,408
-24% -$159K 0.01% 1029
2026
Q2 		$1.02M Sell
30,875
-34,962
-53% -$1.29M 0.02% 586
2026
Q1 		$1.84M Sell
65,837
-75,166
-53% -$1.92M 0.03% 395
2025
Q4 		$2.78M Sell
141,003
-166
-0.1% -$2.38K 0.05% 302
2025
Q3 		$1.83M Sell
141,169
-1,000
-0.7% -$7.71K 0.04% 376
2025
Q2 		$867K Hold
142,169
– – 0.02% 511
2025
Q1 		$481K Buy
142,169
+57
+0% +$267 0.01% 652
2024
Q4 		$541K Buy
142,112
+1
+0% +$3 0.01% 618
2024
Q3 		$317K Buy
142,111
+5,111
+4% +$11.3K 0.01% 770
2024
Q2 		$255K Buy
137,000
+25,000
+22% +$48K 0.01% 751
2024
Q1 		$286K Buy
112,000
+15,000
+15% +$33.9K 0.01% 696
2023
Q4 		$240K Sell
97,000
-16,100
-14% -$38.1K 0.01% 737
2023
Q3 		$294K Buy
113,100
+7,600
+7% +$24.1K 0.01% 593
2023
Q2 		$340K Buy
105,500
+17,741
+20% +$70.3K 0.01% 570
2023
Q1 		$345K Buy
87,759
+2,000
+2% +$8.96K 0.02% 496
2022
Q4 		$373K Sell
85,759
-17,420
-17% -$90.2K 0.02% 462
2022
Q3 		$560K Buy
103,179
+620
+0.6% +$3.42K 0.05% 306
2022
Q2 		$444K Buy
102,559
+2,800
+3% +$14.5K 0.04% 349
2022
Q1 		$507K Buy
99,759
+81,259
+439% +$448K 0.04% 359
2021
Q4 		$114K Buy
+18,500
New +$175K 0.01% 563

Other funds holding PL

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

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

Perigon Wealth Management reduced its Planet Labs (PL) stake by 24% in Q3 2026, selling an estimated $159K and leaving 23,467 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1029.

Perigon Wealth Management first reported a position in PL in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.78M in Q4 2025. 54 funds tracked by Wall St. Rank hold PL as of Q3 2026.

  • Perigon Wealth Management held 23,467 shares of Planet Labs worth $385K as of Q3 2026.
  • Perigon Wealth Management sold 7,408 Planet Labs shares in Q3 2026, an estimated $159K.
  • Planet Labs made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1029 holding.
  • Perigon Wealth Management first reported a position in Planet Labs in Q4 2021 and has held it in 20 quarters since.
  • Perigon Wealth Management's Planet Labs position peaked at $2.78M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Planet Labs as of Q3 2026.

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