APW
WRN

Aventura Private Wealth’s Western Copper and Gold WRN Stock Holding History

Aventura Private Wealth’s Portfolio WRN Stock Details WRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.71K Hold
1,208
– – ﹤0.01% 782
2026
Q1 		$3.06K Buy
1,208
+473
+64% +$1.48K ﹤0.01% 710
2025
Q4 		$1.96K Buy
+735
New +$1.7K ﹤0.01% 688

Other funds holding WRN

WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Aventura Private Wealth's WRN Position: Q2 2026 in Review

Aventura Private Wealth held its Western Copper and Gold (WRN) position steady in Q2 2026 at 1,208 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Aventura Private Wealth first reported a position in WRN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.06K in Q1 2026. 8 funds tracked by Wall St. Rank hold WRN as of Q2 2026.

  • Aventura Private Wealth held 1,208 shares of Western Copper and Gold worth $2.71K as of Q2 2026.
  • Aventura Private Wealth left its Western Copper and Gold share count unchanged in Q2 2026.
  • Western Copper and Gold made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #782 holding.
  • Aventura Private Wealth first reported a position in Western Copper and Gold in Q4 2025 and has held it in 3 quarters since.
  • Aventura Private Wealth's Western Copper and Gold position peaked at $3.06K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Western Copper and Gold as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.