LFA
TGB

Legend Financial Advisors’s Trekor Metals TGB Stock Holding History

Legend Financial Advisors’s Portfolio TGB Stock Details TGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20
Closed -$63 – 149
2025
Q2 		$63 Buy
+20
New +$47 ﹤0.01% 171
2025
Q1 		– Sell
-20
Closed -$39 – 228
2024
Q4 		$39 Buy
+20
New +$44 ﹤0.01% 262
2024
Q3 		– Sell
-20
Closed -$49 – 260
2024
Q2 		$49 Buy
+20
New +$51 ﹤0.01% 285

Other funds holding TGB

LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Legend Financial Advisors's TGB Position: Q3 2025 in Review

Legend Financial Advisors sold out of Trekor Metals (TGB) in Q3 2025, closing a stake of 20 shares — an estimated $63 sold.

Legend Financial Advisors first reported a position in TGB in Q2 2024 and held it in 3 quarters. The position peaked at $63 in Q2 2025. 148 funds tracked by Wall St. Rank hold TGB as of Q3 2025.

  • Legend Financial Advisors reported no remaining Trekor Metals position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 20 Trekor Metals shares in Q3 2025, an estimated $63.
  • Legend Financial Advisors first reported a position in Trekor Metals in Q2 2024 and held it in 3 quarters.
  • Legend Financial Advisors's Trekor Metals position peaked at $63 in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Trekor Metals as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.