Godfrey Financial Associates’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$674 Hold
6
– – ﹤0.01% 850
2026
Q1
$786 Hold
6
– – ﹤0.01% 812
2025
Q4
$705 Buy
+6
New +$642 ﹤0.01% 802

Other funds holding WPM

Godfrey Financial Associates's WPM Position: Q2 2026 in Review

Godfrey Financial Associates held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 6 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Godfrey Financial Associates first reported a position in WPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $786 in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Godfrey Financial Associates held 6 shares of Wheaton Precious Metals worth $674 as of Q2 2026.
  • Godfrey Financial Associates left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #850 holding.
  • Godfrey Financial Associates first reported a position in Wheaton Precious Metals in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Wheaton Precious Metals position peaked at $786 in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.