Capasso Planning Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Capasso Planning Partners’s Portfolio GDX Stock Details GDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,708	Closed	-$387K	–	118
2024 Q3	$387K	Buy	+9,708	New	+$368K	0.11%	108
2023 Q1	–	Sell	-8,855	Closed	-$254K	–	100
2022 Q4	$254K	Buy	+8,855	New	+$237K	0.16%	80

Other funds holding GDX

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capasso Planning Partners's GDX Position: Q4 2024 in Review

Capasso Planning Partners sold out of VanEck Gold Miners ETF (GDX) in Q4 2024, closing a stake of 9,708 shares — an estimated $387K sold.

Capasso Planning Partners first reported a position in GDX in Q4 2022 and held it in 2 quarters. The position peaked at $387K in Q3 2024. 835 funds tracked by Wall St. Rank hold GDX as of Q4 2024.

Capasso Planning Partners reported no remaining VanEck Gold Miners ETF position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 9,708 VanEck Gold Miners ETF shares in Q4 2024, an estimated $387K.
Capasso Planning Partners first reported a position in VanEck Gold Miners ETF in Q4 2022 and held it in 2 quarters.
Capasso Planning Partners's VanEck Gold Miners ETF position peaked at $387K in Q3 2024.
835 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.