Perigon Wealth Management
ROBO icon

Perigon Wealth Management’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Perigon Wealth Management’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,519
Closed -$216K – 1544
2026
Q2 		$216K Buy
+2,519
New +$207K ﹤0.01% 1326
2025
Q1 		– Sell
-3,847
Closed -$221K – 1090
2024
Q4 		$221K Sell
3,847
-5,660
-60% -$322K 0.01% 932
2024
Q3 		$543K Sell
9,507
-1,019
-10% -$55.7K 0.01% 593
2024
Q2 		$580K Sell
10,526
-1,882
-15% -$105K 0.02% 499
2024
Q1 		$728K Buy
12,408
+1,202
+11% +$68K 0.02% 445
2023
Q4 		$642K Buy
11,206
+410
+4% +$20.9K 0.02% 433
2023
Q3 		$544K Hold
10,796
– – 0.02% 431
2023
Q2 		$632K Sell
10,796
-645
-6% -$35.5K 0.02% 398
2023
Q1 		$626K Buy
11,441
+520
+5% +$27.1K 0.04% 353
2022
Q4 		$506K Sell
10,921
-688
-6% -$31.4K 0.03% 386
2022
Q3 		$480K Buy
11,609
+950
+9% +$44.9K 0.04% 339
2022
Q2 		$479K Sell
10,659
-1,916
-15% -$95.7K 0.04% 342
2022
Q1 		$733K Sell
12,575
-1,527
-11% -$92.9K 0.05% 282
2021
Q4 		$989K Buy
14,102
+912
+7% +$62.3K 0.07% 226
2021
Q3 		$850K Buy
13,190
+2,529
+24% +$168K 0.07% 220
2021
Q2 		$695K Buy
10,661
+1,547
+17% +$99.1K 0.06% 250
2021
Q1 		$579K Buy
9,114
+1,597
+21% +$105K 0.06% 261
2020
Q4 		$458K Buy
7,517
+1,554
+26% +$84.1K 0.05% 266
2020
Q3 		$287K Buy
+5,963
New +$279K 0.04% 302

Other funds holding ROBO

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Silverleafe Capital Partners
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Perigon Wealth Management sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2026, closing a stake of 2,519 shares — an estimated $216K sold.

Perigon Wealth Management first reported a position in ROBO in Q3 2020 and held it in 19 quarters. The position peaked at $989K in Q4 2021. 70 funds tracked by Wall St. Rank hold ROBO as of Q3 2026.

  • Perigon Wealth Management reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 2,519 ROBO Global Robotics & Automation Index ETF shares in Q3 2026, an estimated $216K.
  • Perigon Wealth Management first reported a position in ROBO Global Robotics & Automation Index ETF in Q3 2020 and held it in 19 quarters.
  • Perigon Wealth Management's ROBO Global Robotics & Automation Index ETF position peaked at $989K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2026.

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