Perissos Private Wealth Management’s United States Natural Gas Fund UNG Stock Holding History

Perissos Private Wealth Management’s Portfolio UNG Stock Details UNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100,255	Closed	-$1.31M	–	82
2025 Q3	$1.31M	Buy	+100,255	New	+$1.34M	0.95%	33

Other funds holding UNG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Perissos Private Wealth Management's UNG Position: Q4 2025 in Review

Perissos Private Wealth Management sold out of United States Natural Gas Fund (UNG) in Q4 2025, closing a stake of 100,255 shares — an estimated $1.31M sold.

Perissos Private Wealth Management first reported a position in UNG in Q3 2025 and held it in 1 quarter. The position peaked at $1.31M in Q3 2025. 96 funds tracked by Wall St. Rank hold UNG as of Q4 2025.

Perissos Private Wealth Management reported no remaining United States Natural Gas Fund position as of Q4 2025 after selling out during the quarter.
Perissos Private Wealth Management sold 100,255 United States Natural Gas Fund shares in Q4 2025, an estimated $1.31M.
Perissos Private Wealth Management first reported a position in United States Natural Gas Fund in Q3 2025 and held it in 1 quarter.
Perissos Private Wealth Management's United States Natural Gas Fund position peaked at $1.31M in Q3 2025.
96 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q4 2025.

Based on Perissos Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.