GM
B

GeoWealth Management’s Barrick Mining B Stock Holding History

GeoWealth Management’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-28,762
Closed -$1.25M – 872
2025
Q4 		$1.25M Buy
28,762
+14,495
+102% +$544K 0.05% 233
2025
Q3 		$468K Buy
14,267
+1,515
+12% +$38.4K 0.02% 465
2025
Q2 		$265K Buy
12,752
+3,666
+40% +$71.7K 0.01% 577
2025
Q1 		$177K Sell
9,086
-4,843
-35% -$84.8K 0.01% 687
2024
Q4 		$216K Buy
13,929
+5,820
+72% +$106K 0.01% 737
2024
Q3 		$161K Buy
+8,109
New +$154K 0.01% 777
2022
Q3 		– Sell
-12,724
Closed -$226K – 361
2022
Q2 		$226K Sell
12,724
-1,379
-10% -$29.9K 0.03% 236
2022
Q1 		$346K Sell
14,103
-5,052
-26% -$109K 0.03% 249
2021
Q4 		$364K Buy
19,155
+370
+2% +$7.03K 0.03% 233
2021
Q3 		$339K Sell
18,785
-122
-0.6% -$2.45K 0.03% 256
2021
Q2 		$391K Buy
18,907
+2,799
+17% +$63.1K 0.05% 172
2021
Q1 		$319K Buy
+16,108
New +$347K 0.05% 161

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's B Position: Q1 2026 in Review

GeoWealth Management sold out of Barrick Mining (B) in Q1 2026, closing a stake of 28,762 shares — an estimated $1.25M sold.

GeoWealth Management first reported a position in B in Q1 2021 and held it in 12 quarters. The position peaked at $1.25M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold B as of Q1 2026.

  • GeoWealth Management reported no remaining Barrick Mining position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 28,762 Barrick Mining shares in Q1 2026, an estimated $1.25M.
  • GeoWealth Management first reported a position in Barrick Mining in Q1 2021 and held it in 12 quarters.
  • GeoWealth Management's Barrick Mining position peaked at $1.25M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.