Goehring & Rozencwajg Associates’s Ivanhoe Electric IE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25M	Buy	2,115,009 +327,112	+18%	+$5.13M	1.34%	24
2025 Q4	$28.6M	Buy	1,787,897 +90,708	+5%	+$1.3M	2.83%	14
2025 Q3	$21.3M	Buy	1,697,189 +3,873	+0.2%	+$38.3K	2.56%	16
2025 Q2	$15.4M	Sell	1,693,316 -19,870	-1%	-$138K	2.35%	14
2025 Q1	$10.8M	Buy	1,713,186 +37,719	+2%	+$239K	1.97%	19
2024 Q4	$11.8M	Sell	1,675,467 -40,849	-2%	-$378K	2.43%	14
2024 Q3	$14.5M	Buy	1,716,316 +85,077	+5%	+$714K	2.96%	9
2024 Q2	$15.3M	Buy	1,631,239 +199,400	+14%	+$2.12M	3.04%	10
2024 Q1	$14M	Buy	1,431,839 +70,510	+5%	+$608K	3.04%	9
2023 Q4	$13.7M	Buy	1,361,329 +53,045	+4%	+$561K	3.32%	9
2023 Q3	$15.6M	Buy	1,308,284 +261,100	+25%	+$3.92M	3.81%	7
2023 Q2	$13.7M	Buy	1,047,184 +450,263	+75%	+$5.69M	3.93%	6
2023 Q1	$7.25M	Buy	596,921 +363,587	+156%	+$4.87M	2.47%	13
2022 Q4	$2.84M	Buy	+233,334	New	+$2.45M	1.01%	32