Cadence Wealth Management’s B2Gold BTG Stock Holding History

Cadence Wealth Management’s Portfolio BTG Stock Details BTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36M	Buy	300,199 +72,881	+32%	+$366K	0.57%	19
2025 Q4	$1.03M	Sell	227,318 -18,670	-8%	-$87K	0.49%	22
2025 Q3	$1.22M	Sell	245,988 -64,504	-21%	-$254K	0.64%	17
2025 Q2	$1.12M	Buy	310,492 +18,603	+6%	+$61K	0.74%	15
2025 Q1	$832K	Buy	291,889 +54,193	+23%	+$145K	0.61%	17
2024 Q4	$580K	Buy	237,696 +7,990	+3%	+$23.5K	0.38%	25
2024 Q3	$707K	Buy	229,706 +336	+0.1%	+$976	0.58%	19
2024 Q2	$619K	Buy	229,370 +59,297	+35%	+$160K	0.43%	22
2024 Q1	$444K	Buy	170,073 +2,639	+2%	+$7.13K	0.46%	23
2023 Q4	$529K	Buy	167,434 +21,210	+15%	+$66.9K	0.42%	20
2023 Q3	$423K	Buy	146,224 +51,669	+55%	+$168K	0.35%	23
2023 Q2	$338K	Buy	94,555 +33,453	+55%	+$131K	0.33%	21
2023 Q1	$241K	Buy	61,102 +26,968	+79%	+$100K	0.25%	27
2022 Q4	$122K	Buy	34,134 +7,126	+26%	+$23.7K	0.1%	26
2022 Q3	$87K	Buy	+27,008	New	+$89K	0.08%	29

Other funds holding BTG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Cadence Wealth Management's BTG Position: Q1 2026 in Review

Cadence Wealth Management increased its B2Gold (BTG) stake by 32% in Q1 2026, buying an estimated $366K and bringing the position to 300,199 shares worth $1.36M. The position accounts for 0.57% of the portfolio, ranked #19.

Cadence Wealth Management first reported a position in BTG in Q3 2022 and has held it in 15 quarters since. 298 funds tracked by Wall St. Rank hold BTG as of Q1 2026.

Cadence Wealth Management held 300,199 shares of B2Gold worth $1.36M as of Q1 2026.
Cadence Wealth Management bought 72,881 B2Gold shares in Q1 2026, an estimated $366K.
B2Gold made up 0.57% of Cadence Wealth Management's portfolio in Q1 2026, its #19 holding.
Cadence Wealth Management first reported a position in B2Gold in Q3 2022 and has held it in 15 quarters since.
298 funds tracked by Wall St. Rank held B2Gold as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.