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Ethos Financial Group’s Newmont NEM Stock Holding History

Ethos Financial Group’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 		$209K Buy
2,289
+105
+5% +$11.4K 0.01% 572
2026
Q1 		$236K Buy
2,184
+25
+1% +$2.88K 0.02% 455
2025
Q4 		$216K Buy
+2,159
New +$195K 0.02% 460
2025
Q1 		– Sell
-1,518
Closed -$56.5K – 483
2024
Q4 		$56.5K Buy
+1,518
New +$69.2K 0.01% 338

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ethos Financial Group's NEM Position: Q2 2026 in Review

Ethos Financial Group increased its Newmont (NEM) stake by 4.8% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,289 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #572.

Ethos Financial Group first reported a position in NEM in Q4 2024 and has held it in 4 quarters since. The position peaked at $236K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Ethos Financial Group held 2,289 shares of Newmont worth $209K as of Q2 2026.
  • Ethos Financial Group bought 105 Newmont shares in Q2 2026, an estimated $11.4K.
  • Newmont made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #572 holding.
  • Ethos Financial Group first reported a position in Newmont in Q4 2024 and has held it in 4 quarters since.
  • Ethos Financial Group's Newmont position peaked at $236K in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.