Cahaba Wealth Management’s Trekor Metals TGB Stock Holding History

Cahaba Wealth Management’s Portfolio TGB Stock Details TGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$233K	Hold	36,134	–	–	0.02%	139
2025 Q4	$205K	Hold	36,134	–	–	0.01%	150
2025 Q3	$153K	Hold	36,134	–	–	0.01%	154
2025 Q2	$114K	Hold	36,134	–	–	0.01%	153
2025 Q1	$80.9K	Hold	36,134	–	–	0.01%	145
2024 Q4	$70.1K	Hold	36,134	–	–	0.01%	143
2024 Q3	$91.1K	Hold	36,134	–	–	0.01%	149
2024 Q2	$88.5K	Hold	36,134	–	–	0.01%	147
2024 Q1	$78.4K	Hold	36,134	–	–	0.01%	148
2023 Q4	$50.6K	Buy	36,134 +9,980	+38%	+$12.3K	0.01%	141
2023 Q3	$33.2K	Hold	26,154	–	–	﹤0.01%	143
2023 Q2	$37.4K	Hold	26,154	–	–	﹤0.01%	146
2023 Q1	$43.4K	Hold	26,154	–	–	0.01%	145
2022 Q4	$38.4K	Hold	26,154	–	–	﹤0.01%	143
2022 Q3	$29K	Sell	26,154 -2,889	-10%	-$3.14K	﹤0.01%	132
2022 Q2	$31K	Buy	+29,043	New	+$49.6K	﹤0.01%	132

Other funds holding TGB

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return