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Essential Partners’s Coeur Mining CDE Stock Holding History

Essential Partners’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
Q3 		$113K Buy
6,417
+4,813
+300% +$87.4K 0.05% 395
2026
Q2 		$26.2K Sell
1,604
-2,250
-58% -$41K 0.01% 809
2026
Q1 		$72.3K Buy
3,854
+4
+0.1% +$87 0.02% 496
2025
Q4 		$68.6K Buy
3,850
+340
+10% +$5.91K 0.02% 536
2025
Q3 		$65.8K Buy
3,510
+17
+0.5% +$208 0.02% 531
2025
Q2 		$30.9K Buy
+3,493
New +$25.4K 0.01% 571

Other funds holding CDE

TCMG
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Essential Partners's CDE Position: Q3 2026 in Review

Essential Partners increased its Coeur Mining (CDE) stake by 300% in Q3 2026, buying an estimated $87.4K and bringing the position to 6,417 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #395.

Essential Partners first reported a position in CDE in Q2 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

  • Essential Partners held 6,417 shares of Coeur Mining worth $113K as of Q3 2026.
  • Essential Partners bought 4,813 Coeur Mining shares in Q3 2026, an estimated $87.4K.
  • Coeur Mining made up 0.05% of Essential Partners's portfolio in Q3 2026, its #395 holding.
  • Essential Partners first reported a position in Coeur Mining in Q2 2025 and has held it in 6 quarters since.
  • 64 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.