Perigon Wealth Management
TEN icon

Perigon Wealth Management’s Tsakos Energy Navigation Ltd TEN Stock Holding History

Perigon Wealth Management’s Portfolio TEN Stock Details TEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$575K Sell
12,165
-2,736
-18% -$116K 0.01% 833
2026
Q2 		$527K Sell
14,901
-389
-3% -$15.5K 0.01% 873
2026
Q1 		$603K Buy
+15,290
New +$469K 0.01% 715

Other funds holding TEN

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Perigon Wealth Management reduced its Tsakos Energy Navigation Ltd (TEN) stake by 18% in Q3 2026, selling an estimated $116K and leaving 12,165 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #833.

Perigon Wealth Management first reported a position in TEN in Q1 2026 and has held it in 3 quarters since. The position peaked at $603K in Q1 2026. 14 funds tracked by Wall St. Rank hold TEN as of Q3 2026.

  • Perigon Wealth Management held 12,165 shares of Tsakos Energy Navigation Ltd worth $575K as of Q3 2026.
  • Perigon Wealth Management sold 2,736 Tsakos Energy Navigation Ltd shares in Q3 2026, an estimated $116K.
  • Tsakos Energy Navigation Ltd made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #833 holding.
  • Perigon Wealth Management first reported a position in Tsakos Energy Navigation Ltd in Q1 2026 and has held it in 3 quarters since.
  • Perigon Wealth Management's Tsakos Energy Navigation Ltd position peaked at $603K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Tsakos Energy Navigation Ltd as of Q3 2026.

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