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Perigon Wealth Management, LLC → USAR
Perigon Wealth Management, LLC USAR Position History
USA Rare Earth, Inc. • Mining
Quarters held
4
Latest value
$363K
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $265K |
| Q1 2026 | $352K |
| Q2 2026 | $1.3M |
| Q3 2026 | $363K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $363K | 25.8K | — | — |
| Q2 2026 | $1.3M | 62.4K | — | — |
| Q1 2026 | $352K | 23.3K | — | — |
| Q4 2025 | $265K | 22.2K | — | — |
Other funds holding USAR
$291.8M
$291.8M
$182.6M
$37.9M
$37.9M