JFS Wealth Advisors’s Trekor Metals TGB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.47K Hold
213
﹤0.01% 1700
2026
Q1
$1.37K Buy
+213
New +$1.55K ﹤0.01% 1600

Other funds holding TGB

JFS Wealth Advisors's TGB Position: Q2 2026 in Review

JFS Wealth Advisors held its Trekor Metals (TGB) position steady in Q2 2026 at 213 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

JFS Wealth Advisors first reported a position in TGB in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold TGB as of Q2 2026.

  • JFS Wealth Advisors held 213 shares of Trekor Metals worth $1.47K as of Q2 2026.
  • JFS Wealth Advisors left its Trekor Metals share count unchanged in Q2 2026.
  • Trekor Metals made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1700 holding.
  • JFS Wealth Advisors first reported a position in Trekor Metals in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Trekor Metals as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.