Generate Investment Management’s Newmont NEM Stock Holding History

Generate Investment Management’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 Q3	$17.3M	Buy	150,000 +50,000	+50%	+$5.6M	0.64%	33
2026 Q2	$9.34M	Sell	100,000 -100,000	-50%	-$10.9M	0.38%	67
2026 Q1	$21.6M	Sell	200,000 -228,975	-53%	-$26.4M	1.07%	23
2025 Q4	$42.8M	Buy	428,975 +50,000	+13%	+$4.52M	1.95%	12
2025 Q3	$32M	Hold	378,975	–	–	1.62%	18
2025 Q2	$22.1M	Buy	378,975 +77,865	+26%	+$4.16M	1.22%	26
2025 Q1	$14.5M	Buy	+301,110	New	+$13.2M	1.02%	33

Other funds holding NEM

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Generate Investment Management's NEM Position: Q3 2026 in Review

Generate Investment Management increased its Newmont (NEM) stake by 50% in Q3 2026, buying an estimated $5.6M and bringing the position to 150,000 shares worth $17.3M. The position accounts for 0.64% of the portfolio, ranked #33.

Generate Investment Management first reported a position in NEM in Q1 2025 and has held it in 7 quarters since. The position peaked at $42.8M in Q4 2025. 152 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

Generate Investment Management held 150,000 shares of Newmont worth $17.3M as of Q3 2026.
Generate Investment Management bought 50,000 Newmont shares in Q3 2026, an estimated $5.6M.
Newmont made up 0.64% of Generate Investment Management's portfolio in Q3 2026, its #33 holding.
Generate Investment Management first reported a position in Newmont in Q1 2025 and has held it in 7 quarters since.
Generate Investment Management's Newmont position peaked at $42.8M in Q4 2025.
152 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Generate Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.