Perigon Wealth Management
TREX icon

Perigon Wealth Management’s Trex TREX Stock Holding History

Perigon Wealth Management’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$242K Buy
5,548
+1,094
+25% +$49.8K ﹤0.01% 1273
2026
Q2 		$223K Buy
+4,454
New +$185K ﹤0.01% 1306
2021
Q1 		– Sell
-326
Closed -$27K – 986
2020
Q4 		$27K Buy
+326
New +$24.9K ﹤0.01% 942

Other funds holding TREX

Wasatch Advisors
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

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

Perigon Wealth Management increased its Trex (TREX) stake by 25% in Q3 2026, buying an estimated $49.8K and bringing the position to 5,548 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Perigon Wealth Management first reported a position in TREX in Q4 2020 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold TREX as of Q3 2026.

  • Perigon Wealth Management held 5,548 shares of Trex worth $242K as of Q3 2026.
  • Perigon Wealth Management bought 1,094 Trex shares in Q3 2026, an estimated $49.8K.
  • Trex made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1273 holding.
  • Perigon Wealth Management first reported a position in Trex in Q4 2020 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held Trex as of Q3 2026.

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