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Cherry Tree Wealth Management’s Newmont NEM Stock Holding History

Cherry Tree Wealth Management’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 		$1.62K Hold
15
– – ﹤0.01% 524
2025
Q4 		$1.5K Hold
15
– – ﹤0.01% 532
2025
Q3 		$1.26K Hold
15
– – ﹤0.01% 532
2025
Q2 		$874 Hold
15
– – ﹤0.01% 559
2025
Q1 		$725 Buy
15
+7
+88% +$307 ﹤0.01% 704
2024
Q4 		$298 Hold
8
– – ﹤0.01% 632
2024
Q3 		$428 Hold
8
– – ﹤0.01% 594
2024
Q2 		$335 Hold
8
– – ﹤0.01% 581
2024
Q1 		$287 Hold
8
– – ﹤0.01% 584
2023
Q4 		$332 Hold
8
– – ﹤0.01% 578
2023
Q3 		$296 Sell
8
-3
-27% -$122 ﹤0.01% 573
2023
Q2 		$470 Buy
+11
New +$499 ﹤0.01% 566

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cherry Tree Wealth Management's NEM Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Newmont (NEM) position steady in Q1 2026 at 15 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Cherry Tree Wealth Management first reported a position in NEM in Q2 2023 and has held it in 12 quarters since. 1,840 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Cherry Tree Wealth Management held 15 shares of Newmont worth $1.62K as of Q1 2026.
  • Cherry Tree Wealth Management left its Newmont share count unchanged in Q1 2026.
  • Newmont made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #524 holding.
  • Cherry Tree Wealth Management first reported a position in Newmont in Q2 2023 and has held it in 12 quarters since.
  • 1,840 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.