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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Planning's CDE Position: Q2 2026 in Review

Creative Planning increased its Coeur Mining (CDE) stake by 22% in Q2 2026, buying an estimated $2M and bringing the position to 599,050 shares worth $9.78M. The position accounts for 0.01% of the portfolio, ranked #903.

Creative Planning first reported a position in CDE in Q2 2013 and has held it in 31 quarters since. 682 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

Creative Planning held 599,050 shares of Coeur Mining worth $9.78M as of Q2 2026.
Creative Planning bought 109,738 Coeur Mining shares in Q2 2026, an estimated $2M.
Coeur Mining made up 0.01% of Creative Planning's portfolio in Q2 2026, its #903 holding.
Creative Planning first reported a position in Coeur Mining in Q2 2013 and has held it in 31 quarters since.
682 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.