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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Creative Planning's CDE Position: Q1 2026 in Review

Creative Planning increased its Coeur Mining (CDE) stake by 41% in Q1 2026, buying an estimated $3.09M and bringing the position to 489,312 shares worth $9.18M. The position accounts for 0.01% of the portfolio, ranked #743.

Creative Planning first reported a position in CDE in Q2 2013 and has held it in 30 quarters since. 646 funds tracked by Wall St. Rank hold CDE as of Q1 2026.

  • Creative Planning held 489,312 shares of Coeur Mining worth $9.18M as of Q1 2026.
  • Creative Planning bought 141,800 Coeur Mining shares in Q1 2026, an estimated $3.09M.
  • Coeur Mining made up 0.01% of Creative Planning's portfolio in Q1 2026, its #743 holding.
  • Creative Planning first reported a position in Coeur Mining in Q2 2013 and has held it in 30 quarters since.
  • 646 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.