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Bogart Wealth LLC’s Coeur Mining CDE Stock Holding History

Bogart Wealth LLC’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$161K Buy
9,889
+85
+0.9% +$1.55K 0.01% 322
2026
Q1 		$184K Buy
9,804
+6,609
+207% +$144K 0.01% 268
2025
Q4 		$57K Sell
3,195
-125
-4% -$2.17K ﹤0.01% 438
2025
Q3 		$62.3K Buy
+3,320
New +$40.6K ﹤0.01% 411

Other funds holding CDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's CDE Position: Q2 2026 in Review

Bogart Wealth LLC increased its Coeur Mining (CDE) stake by 0.87% in Q2 2026, buying an estimated $1.55K and bringing the position to 9,889 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #322.

Bogart Wealth LLC first reported a position in CDE in Q3 2025 and has held it in 4 quarters since. The position peaked at $184K in Q1 2026. 681 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • Bogart Wealth LLC held 9,889 shares of Coeur Mining worth $161K as of Q2 2026.
  • Bogart Wealth LLC bought 85 Coeur Mining shares in Q2 2026, an estimated $1.55K.
  • Coeur Mining made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #322 holding.
  • Bogart Wealth LLC first reported a position in Coeur Mining in Q3 2025 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Coeur Mining position peaked at $184K in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.