Innovative Asset Advisors Group’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
$425K Buy
4,555
+202
+5% +$22K 0.19% 103
2026
Q1
$471K Buy
+4,353
New +$502K 0.27% 72

Other funds holding NEM

Innovative Asset Advisors Group's NEM Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Newmont (NEM) stake by 4.6% in Q2 2026, buying an estimated $22K and bringing the position to 4,555 shares worth $425K. The position accounts for 0.19% of the portfolio, ranked #103.

Innovative Asset Advisors Group first reported a position in NEM in Q1 2026 and has held it in 2 quarters since. The position peaked at $471K in Q1 2026. 1,690 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Innovative Asset Advisors Group held 4,555 shares of Newmont worth $425K as of Q2 2026.
  • Innovative Asset Advisors Group bought 202 Newmont shares in Q2 2026, an estimated $22K.
  • Newmont made up 0.19% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #103 holding.
  • Innovative Asset Advisors Group first reported a position in Newmont in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Newmont position peaked at $471K in Q1 2026.
  • 1,690 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.