Krilogy Financial’s Coeur Mining CDE Stock Holding History

Krilogy Financial’s Portfolio CDE Stock Details CDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$427K	Buy	+25,466	New	+$462K	0.01%	721
2018 Q4	–	Sell	-200	Closed	-$1K	–	216
2018 Q3	$1K	Buy	+200	New	+$1.29K	﹤0.01%	768
2018 Q2	–	Sell	-200	Closed	-$2K	–	230
2018 Q1	$2K	Hold	200	–	–	﹤0.01%	681
2017 Q4	$2K	Hold	200	–	–	﹤0.01%	679
2017 Q3	$2K	Hold	200	–	–	﹤0.01%	725
2017 Q2	$2K	Hold	200	–	–	﹤0.01%	658
2017 Q1	$2K	Hold	200	–	–	﹤0.01%	640
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	640
2016 Q3	$2K	Sell	200 -300	-60%	-$4.11K	﹤0.01%	656
2016 Q2	$5K	Hold	500	–	–	﹤0.01%	598
2016 Q1	$3K	Hold	500	–	–	﹤0.01%	573
2015 Q4	$1K	Hold	500	–	–	﹤0.01%	400
2015 Q3	$1K	Buy	+500	New	+$1.82K	﹤0.01%	571

Other funds holding CDE

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Krilogy Financial's CDE Position: Q3 2026 in Review

Krilogy Financial opened a new position in Coeur Mining (CDE) in Q3 2026: 25,466 shares worth $427K. The stake represents 0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in CDE as recently as Q3 2018.

Krilogy Financial first reported a position in CDE in Q3 2015 and has held it in 13 quarters since. 35 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

Krilogy Financial held 25,466 shares of Coeur Mining worth $427K as of Q3 2026.
Coeur Mining was a new Krilogy Financial position in Q3 2026.
Coeur Mining made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #721 holding.
Krilogy Financial first reported a position in Coeur Mining in Q3 2015 and has held it in 13 quarters since.
35 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.