GeoWealth Management’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$719K Sell
7,703
-477
-6% -$52K 0.02% 409
2026
Q1
$885K Buy
8,180
+1,134
+16% +$131K 0.03% 322
2025
Q4
$704K Sell
7,046
-350
-5% -$31.6K 0.03% 363
2025
Q3
$624K Sell
7,396
-329
-4% -$22.9K 0.02% 399
2025
Q2
$450K Sell
7,725
-392
-5% -$20.9K 0.02% 424
2025
Q1
$392K Sell
8,117
-1,367
-14% -$60K 0.02% 482
2024
Q4
$353K Buy
9,484
+2,898
+44% +$132K 0.01% 574
2024
Q3
$352K Buy
6,586
+1,854
+39% +$92.1K 0.01% 560
2024
Q2
$198K Buy
+4,732
New +$193K 0.01% 695

Other funds holding NEM

GeoWealth Management's NEM Position: Q2 2026 in Review

GeoWealth Management reduced its Newmont (NEM) stake by 5.8% in Q2 2026, selling an estimated $52K and leaving 7,703 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #409.

GeoWealth Management first reported a position in NEM in Q2 2024 and has held it in 9 quarters since. The position peaked at $885K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • GeoWealth Management held 7,703 shares of Newmont worth $719K as of Q2 2026.
  • GeoWealth Management sold 477 Newmont shares in Q2 2026, an estimated $52K.
  • Newmont made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #409 holding.
  • GeoWealth Management first reported a position in Newmont in Q2 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Newmont position peaked at $885K in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.