GeoWealth Management’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
7,725
-392
-5% -$22.8K 0.02% 424
2025
Q1
$392K Sell
8,117
-1,367
-14% -$66K 0.02% 482
2024
Q4
$353K Buy
9,484
+2,898
+44% +$108K 0.01% 574
2024
Q3
$352K Buy
6,586
+1,854
+39% +$99.1K 0.01% 560
2024
Q2
$198K Buy
+4,732
New +$198K 0.01% 695