Creative Planning
CDE icon

Creative Planning’s Coeur Mining CDE Stock Holding History

Creative Planning’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20,000
Closed -$25.6K – 4315
2026
Q1 		$25.6K Buy
+20,000
New +$435K ﹤0.01% 4036
2024
Q1 		– Sell
-10,000
Closed -$51 – 2938
2023
Q4 		$51 Hold
10,000
– – ﹤0.01% 2743
2023
Q3 		$1 Hold
10,000
– – ﹤0.01% 2902
2023
Q2 		$70 Buy
+10,000
New +$34K ﹤0.01% 2637

Other funds holding CDE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Hillman Company
Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Creative Planning's CDE Position: Q3 2026 in Review

Creative Planning reduced its Coeur Mining (CDE) stake by 19% in Q3 2026, selling an estimated $2.1M and leaving 483,429 shares worth $8.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Creative Planning first reported a position in CDE in Q2 2013 and has held it in 32 quarters since. The position peaked at $9.8M in Q2 2026. 225 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

  • Creative Planning held 483,429 shares of Coeur Mining worth $8.51M as of Q3 2026.
  • Creative Planning sold 115,621 Coeur Mining shares in Q3 2026, an estimated $2.1M.
  • Coeur Mining made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #1091 holding.
  • Creative Planning first reported a position in Coeur Mining in Q2 2013 and has held it in 32 quarters since.
  • Creative Planning's Coeur Mining position peaked at $9.8M in Q2 2026.
  • 225 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.