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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
Q2 		$1.21M Buy
323,855
+23,656
+8% +$109K 0.54% 21
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Cadence Wealth Management's BTG Position: Q2 2026 in Review

Cadence Wealth Management increased its B2Gold (BTG) stake by 7.9% in Q2 2026, buying an estimated $109K and bringing the position to 323,855 shares worth $1.21M. The position accounts for 0.54% of the portfolio, ranked #21.

Cadence Wealth Management first reported a position in BTG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.36M in Q1 2026. 304 funds tracked by Wall St. Rank hold BTG as of Q2 2026.

  • Cadence Wealth Management held 323,855 shares of B2Gold worth $1.21M as of Q2 2026.
  • Cadence Wealth Management bought 23,656 B2Gold shares in Q2 2026, an estimated $109K.
  • B2Gold made up 0.54% of Cadence Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Cadence Wealth Management first reported a position in B2Gold in Q3 2022 and has held it in 16 quarters since.
  • Cadence Wealth Management's B2Gold position peaked at $1.36M in Q1 2026.
  • 304 funds tracked by Wall St. Rank held B2Gold as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.