GENI β€” GENIUS SPORTS LIMITED

Ownership history in Perigon Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Perigon Wealth Management, LLC reported GENIUS SPORTS LIMITED (GENI) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows GENI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GENI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perigon Wealth Management, LLC's position in GENIUS SPORTS LIMITED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GENI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Perigon Wealth Management, LLC held GENI β€” position size vs. price
% of Fund (quarterly)    GENI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,258 -4,029 -24.7% 0.00% $152K 2025-10-17 $11.93
2025 Q2 ADDED 16,287 +87 +0.5% 0.00% $169K 2025-07-16 $10.79
2025 Q1 ADDED 16,200 +700 +4.5% 0.00% $162K 2025-04-23 $10.47
2024 Q4 INITIATED 15,500 β€” β€” 0.00% $136K 2025-01-22 $8.69

🏒 Other funds also holding GENI

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0%

FAQ About Perigon Wealth Management, LLC and GENI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Perigon Wealth Management, LLC reported owning GENI?

Perigon Wealth Management, LLC reported GENI across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported GENI position in Perigon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for GENI was 0.00% in 2025 Q1.

What is the latest reported GENI position on this page?

The most recent filing on this page is 2025 Q3, when Perigon Wealth Management, LLC reported 12,258 shares, equal to 0.00% of portfolio, with an estimated market value of $152K.

What does the chart on this GENI ownership page compare?

The chart compares Perigon Wealth Management, LLC's quarterly GENI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Perigon Wealth Management, LLC Holdings