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Capital Advisors Wealth Management’s B2Gold BTG Stock Holding History

Capital Advisors 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 		$44.9K Hold
12,000
– – 0.01% 229
2026
Q1 		$54.4K Hold
12,000
– – 0.01% 214
2025
Q4 		$54.1K Buy
+12,000
New +$55.9K 0.01% 216

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

Capital Advisors Wealth Management's BTG Position: Q2 2026 in Review

Capital Advisors Wealth Management held its B2Gold (BTG) position steady in Q2 2026 at 12,000 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #229.

Capital Advisors Wealth Management first reported a position in BTG in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.4K in Q1 2026. 304 funds tracked by Wall St. Rank hold BTG as of Q2 2026.

  • Capital Advisors Wealth Management held 12,000 shares of B2Gold worth $44.9K as of Q2 2026.
  • Capital Advisors Wealth Management left its B2Gold share count unchanged in Q2 2026.
  • B2Gold made up 0.01% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Capital Advisors Wealth Management first reported a position in B2Gold in Q4 2025 and has held it in 3 quarters since.
  • Capital Advisors Wealth Management's B2Gold position peaked at $54.4K in Q1 2026.
  • 304 funds tracked by Wall St. Rank held B2Gold as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.