GM
NGD

GeoWealth Management’s New Gold Inc NGD Stock Holding History

GeoWealth Management’s Portfolio NGD Stock Details NGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-450
Closed -$1.12K – 1543
2024
Q4 		$1.12K Hold
450
– – ﹤0.01% 1689
2024
Q3 		$1.3K Buy
+450
New +$1.11K ﹤0.01% 1583

Other funds holding NGD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

GeoWealth Management's NGD Position: Q1 2025 in Review

GeoWealth Management sold out of New Gold Inc (NGD) in Q1 2025, closing a stake of 450 shares — an estimated $1.12K sold.

GeoWealth Management first reported a position in NGD in Q3 2024 and held it in 2 quarters. The position peaked at $1.3K in Q3 2024. 248 funds tracked by Wall St. Rank hold NGD as of Q1 2025.

  • GeoWealth Management reported no remaining New Gold Inc position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 450 New Gold Inc shares in Q1 2025, an estimated $1.12K.
  • GeoWealth Management first reported a position in New Gold Inc in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's New Gold Inc position peaked at $1.3K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2025.

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