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Caliber Wealth Management (Kansas)’s Newmont NEM Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio NEM Stock Details NEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,541
Closed -$254K – 278
2025
Q4 		$254K Sell
2,541
-75
-3% -$6.78K 0.03% 232
2025
Q3 		$221K Buy
+2,616
New +$182K 0.02% 237

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s NEM Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) sold out of Newmont (NEM) in Q1 2026, closing a stake of 2,541 shares — an estimated $254K sold.

Caliber Wealth Management (Kansas) first reported a position in NEM in Q3 2025 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 1,833 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Caliber Wealth Management (Kansas) reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 2,541 Newmont shares in Q1 2026, an estimated $254K.
  • Caliber Wealth Management (Kansas) first reported a position in Newmont in Q3 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s Newmont position peaked at $254K in Q4 2025.
  • 1,833 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.