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Perigon Wealth Management’s Global X Uranium ETF URA Stock Holding History

Perigon Wealth Management’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,905
Closed -$423K – 1248
2025
Q2 		$423K Sell
10,905
-2,669
-20% -$77.5K 0.01% 726
2025
Q1 		$311K Buy
+13,574
New +$361K 0.01% 800
2024
Q4 		– Sell
-10,591
Closed -$303K – 1102
2024
Q3 		$303K Buy
+10,591
New +$284K 0.01% 791
2024
Q1 		– Sell
-33,767
Closed -$935K – 894
2023
Q4 		$935K Buy
33,767
+3,936
+13% +$108K 0.03% 354
2023
Q3 		$807K Buy
+29,831
New +$701K 0.03% 345

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Perigon Wealth Management's URA Position: Q3 2025 in Review

Perigon Wealth Management sold out of Global X Uranium ETF (URA) in Q3 2025, closing a stake of 10,905 shares — an estimated $423K sold.

Perigon Wealth Management first reported a position in URA in Q3 2023 and held it in 5 quarters. The position peaked at $935K in Q4 2023. 450 funds tracked by Wall St. Rank hold URA as of Q3 2025.

  • Perigon Wealth Management reported no remaining Global X Uranium ETF position as of Q3 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 10,905 Global X Uranium ETF shares in Q3 2025, an estimated $423K.
  • Perigon Wealth Management first reported a position in Global X Uranium ETF in Q3 2023 and held it in 5 quarters.
  • Perigon Wealth Management's Global X Uranium ETF position peaked at $935K in Q4 2023.
  • 450 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.