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Falcon Wealth Planning’s Coeur Mining CDE Stock Holding History

Falcon Wealth 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 		$921K Sell
56,421
-80
-0.1% -$1.46K 0.06% 103
2026
Q1 		$1.06M Buy
+56,501
New +$1.23M 0.07% 83

Other funds holding CDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Falcon Wealth Planning's CDE Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Coeur Mining (CDE) stake by 0.14% in Q2 2026, selling an estimated $1.46K and leaving 56,421 shares worth $921K. The position accounts for 0.06% of the portfolio, ranked #103.

Falcon Wealth Planning first reported a position in CDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.06M in Q1 2026. 681 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • Falcon Wealth Planning held 56,421 shares of Coeur Mining worth $921K as of Q2 2026.
  • Falcon Wealth Planning sold 80 Coeur Mining shares in Q2 2026, an estimated $1.46K.
  • Coeur Mining made up 0.06% of Falcon Wealth Planning's portfolio in Q2 2026, its #103 holding.
  • Falcon Wealth Planning first reported a position in Coeur Mining in Q1 2026 and has held it in 2 quarters since.
  • Falcon Wealth Planning's Coeur Mining position peaked at $1.06M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.