Perigon Wealth Management
SHLS icon

Perigon Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

Perigon Wealth Management’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$108K Buy
+13,355
New +$112K ﹤0.01% 1429
2026
Q2 		– Sell
-11,334
Closed -$74.6K – 1486
2026
Q1 		$74.6K Buy
+11,334
New +$93K ﹤0.01% 1274

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Fifth Third Wealth Advisors
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HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Trium Capital
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State of Alaska Department of Revenue
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Perigon Wealth Management's SHLS Position: Q3 2026 in Review

Perigon Wealth Management opened a new position in Shoals Technologies Group (SHLS) in Q3 2026: 13,355 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in SHLS as recently as Q1 2026.

Perigon Wealth Management first reported a position in SHLS in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

  • Perigon Wealth Management held 13,355 shares of Shoals Technologies Group worth $108K as of Q3 2026.
  • Shoals Technologies Group was a new Perigon Wealth Management position in Q3 2026.
  • Shoals Technologies Group made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1429 holding.
  • Perigon Wealth Management first reported a position in Shoals Technologies Group in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

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