GoalVest Advisory’s Newmont NEM Stock Holding History

GoalVest Advisory’s Portfolio NEM Stock Details NEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28.4K	Hold	246	–	–	﹤0.01%	285
2026 Q2	$23K	Sell	246 -17	-6%	-$1.85K	﹤0.01%	290
2026 Q1	$28.5K	Buy	263 +17	+7%	+$1.96K	0.01%	286
2025 Q4	$24.6K	Buy	+246	New	+$22.2K	﹤0.01%	323
2023 Q4	–	Sell	-2	Closed	-$77	–	455
2023 Q3	$74	Hold	2	–	–	﹤0.01%	473
2023 Q2	$85	Hold	2	–	–	﹤0.01%	362
2023 Q1	$98	Hold	2	–	–	﹤0.01%	250
2022 Q4	$94	Hold	2	–	–	﹤0.01%	242
2022 Q3	$0	Sell	2 -13,368	-100%	-$625K	﹤0.01%	291
2022 Q2	$798K	Sell	13,370 -149	-1%	-$10.5K	0.51%	62
2022 Q1	$1.07M	Buy	+13,519	New	+$914K	0.61%	43
2021 Q2	$677K	Buy	10,689 +1,728	+19%	+$116K	0.42%	67
2021 Q1	$540K	Buy	8,961 +1,059	+13%	+$63.4K	0.4%	81
2020 Q4	$473K	Buy	+7,902	New	+$487K	0.4%	75

Other funds holding NEM

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

PBBUPS

PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

GoalVest Advisory's NEM Position: Q3 2026 in Review

GoalVest Advisory held its Newmont (NEM) position steady in Q3 2026 at 246 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

GoalVest Advisory first reported a position in NEM in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.07M in Q1 2022. 76 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

GoalVest Advisory held 246 shares of Newmont worth $28.4K as of Q3 2026.
GoalVest Advisory left its Newmont share count unchanged in Q3 2026.
Newmont made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #285 holding.
GoalVest Advisory first reported a position in Newmont in Q4 2020 and has held it in 14 quarters since.
GoalVest Advisory's Newmont position peaked at $1.07M in Q1 2022.
76 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.