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GeoWealth Management’s Coeur Mining CDE Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-367
Closed -$2.1K – 1177
2024
Q4 		$2.1K Buy
367
+195
+113% +$1.26K ﹤0.01% 1646
2024
Q3 		$1.18K Buy
+172
New +$1.07K ﹤0.01% 1587

Other funds holding CDE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

GeoWealth Management's CDE Position: Q1 2025 in Review

GeoWealth Management sold out of Coeur Mining (CDE) in Q1 2025, closing a stake of 367 shares — an estimated $2.1K sold.

GeoWealth Management first reported a position in CDE in Q3 2024 and held it in 2 quarters. The position peaked at $2.1K in Q4 2024. 382 funds tracked by Wall St. Rank hold CDE as of Q1 2025.

  • GeoWealth Management reported no remaining Coeur Mining position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 367 Coeur Mining shares in Q1 2025, an estimated $2.1K.
  • GeoWealth Management first reported a position in Coeur Mining in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Coeur Mining position peaked at $2.1K in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.