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Caliber Wealth Management (Kansas)’s B2Gold BTG Stock Holding History

Caliber Wealth Management (Kansas)’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
2025
Q3 		– Sell
-46,500
Closed -$168K – 262
2025
Q2 		$168K Sell
46,500
-4,000
-8% -$13.1K 0.02% 276
2025
Q1 		$144K Buy
+50,500
New +$136K 0.02% 246

Other funds holding BTG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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

Caliber Wealth Management (Kansas)'s BTG Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of B2Gold (BTG) in Q3 2025, closing a stake of 46,500 shares — an estimated $168K sold.

Caliber Wealth Management (Kansas) first reported a position in BTG in Q1 2025 and held it in 2 quarters. The position peaked at $168K in Q2 2025. 287 funds tracked by Wall St. Rank hold BTG as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining B2Gold position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 46,500 B2Gold shares in Q3 2025, an estimated $168K.
  • Caliber Wealth Management (Kansas) first reported a position in B2Gold in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s B2Gold position peaked at $168K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held B2Gold as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.