Copia Wealth Management’s Newmont NEM Stock Holding History

Copia 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 Q2	$7.38K	Hold	79	–	–	﹤0.01%	373
2026 Q1	$8.55K	Sell	79 -26	-25%	-$3K	0.01%	334
2025 Q4	$10.5K	Hold	105	–	–	0.01%	317
2025 Q3	$8.85K	Hold	105	–	–	0.01%	325
2025 Q2	$6.12K	Hold	105	–	–	0.01%	324
2025 Q1	$5.07K	Hold	105	–	–	﹤0.01%	333
2024 Q4	$3.91K	Buy	+105	New	+$4.79K	﹤0.01%	332

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Copia Wealth Management's NEM Position: Q2 2026 in Review

Copia Wealth Management held its Newmont (NEM) position steady in Q2 2026 at 79 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Copia Wealth Management first reported a position in NEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5K in Q4 2025. 1,779 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Copia Wealth Management held 79 shares of Newmont worth $7.38K as of Q2 2026.
Copia Wealth Management left its Newmont share count unchanged in Q2 2026.
Newmont made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #373 holding.
Copia Wealth Management first reported a position in Newmont in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Newmont position peaked at $10.5K in Q4 2025.
1,779 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.