Institute for Wealth Management’s Core Natural Resources Inc CNR Stock Holding History

Institute for Wealth Management’s Portfolio CNR Stock Details CNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59.4K	Buy	+742	New	+$65.7K	0.01%	830
2025 Q4	–	Sell	-3,826	Closed	-$319K	–	593
2025 Q3	$319K	Buy	3,826 +359	+10%	+$26.9K	0.03%	437
2025 Q2	$242K	Hold	3,467	–	–	0.03%	492
2025 Q1	$267K	Buy	3,467 +363	+12%	+$30.7K	0.03%	443
2024 Q4	$331K	Buy	3,104 +952	+44%	+$110K	0.04%	375
2024 Q3	$225K	Buy	+2,152	New	+$210K	0.03%	489

Other funds holding CNR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Institute for Wealth Management's CNR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Core Natural Resources Inc (CNR) in Q2 2026: 742 shares worth $59.4K. The stake represents 0.01% of the portfolio and ranks #830 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CNR as recently as Q3 2025.

Institute for Wealth Management first reported a position in CNR in Q3 2024 and has held it in 6 quarters since. The position peaked at $331K in Q4 2024. 356 funds tracked by Wall St. Rank hold CNR as of Q2 2026.

Institute for Wealth Management held 742 shares of Core Natural Resources Inc worth $59.4K as of Q2 2026.
Core Natural Resources Inc was a new Institute for Wealth Management position in Q2 2026.
Core Natural Resources Inc made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #830 holding.
Institute for Wealth Management first reported a position in Core Natural Resources Inc in Q3 2024 and has held it in 6 quarters since.
Institute for Wealth Management's Core Natural Resources Inc position peaked at $331K in Q4 2024.
356 funds tracked by Wall St. Rank held Core Natural Resources Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.