Perigon Wealth Management’s Uranium Energy UEC Stock Holding History

Perigon Wealth Management’s Portfolio UEC Stock Details UEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-25,028	Closed	-$267K	–	1558
2026 Q2	$267K	Buy	25,028 +11,628	+87%	+$156K	﹤0.01%	1193
2026 Q1	$181K	Sell	13,400 -6,000	-31%	-$92.5K	﹤0.01%	1231
2025 Q4	$227K	Buy	+19,400	New	+$255K	﹤0.01%	1169
2025 Q3	–	Sell	-42,000	Closed	-$286K	–	1247
2025 Q2	$286K	Sell	42,000 -4,454	-10%	-$25K	0.01%	855
2025 Q1	$222K	Buy	46,454 +32,204	+226%	+$202K	0.01%	928
2024 Q4	$97.6K	Buy	14,250 +1,000	+8%	+$7.65K	﹤0.01%	1023
2024 Q3	$82.3K	Buy	+13,250	New	+$71.9K	﹤0.01%	976
2023 Q2	–	Sell	-14,600	Closed	-$42K	–	807
2023 Q1	$42K	Buy	+14,600	New	+$52.8K	﹤0.01%	693
2020 Q1	–	Sell	-123,400	Closed	-$111K	–	342
2019 Q4	$111K	Buy	+123,400	New	+$120K	0.02%	262

Other funds holding UEC

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Acasta Partners UK London $223M AUM 3.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

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

Perigon Wealth Management sold out of Uranium Energy (UEC) in Q3 2026, closing a stake of 25,028 shares — an estimated $267K sold.

Perigon Wealth Management first reported a position in UEC in Q4 2019 and held it in 9 quarters. The position peaked at $286K in Q2 2025. 73 funds tracked by Wall St. Rank hold UEC as of Q3 2026.

Perigon Wealth Management reported no remaining Uranium Energy position as of Q3 2026 after selling out during the quarter.
Perigon Wealth Management sold 25,028 Uranium Energy shares in Q3 2026, an estimated $267K.
Perigon Wealth Management first reported a position in Uranium Energy in Q4 2019 and held it in 9 quarters.
Perigon Wealth Management's Uranium Energy position peaked at $286K in Q2 2025.
73 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2026.

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