LifeGoal Wealth Advisors’s Newmont NEM Stock Holding History

LifeGoal Wealth Advisors’s Portfolio NEM Stock Details NEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$333K	Buy	+2,887	New	+$323K	0.1%	121
2026 Q2	–	Sell	-1,838	Closed	-$209K	–	159
2026 Q1	$209K	Buy	+1,838	New	+$212K	0.12%	106

Other funds holding NEM

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return

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

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

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

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

LifeGoal Wealth Advisors's NEM Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in Newmont (NEM) in Q3 2026: 2,887 shares worth $333K. The stake represents 0.1% of the portfolio and ranks #121 among its holdings. This is a return to the name: LifeGoal Wealth Advisors previously reported a position in NEM as recently as Q1 2026.

LifeGoal Wealth Advisors first reported a position in NEM in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

LifeGoal Wealth Advisors held 2,887 shares of Newmont worth $333K as of Q3 2026.
Newmont was a new LifeGoal Wealth Advisors position in Q3 2026.
Newmont made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #121 holding.
LifeGoal Wealth Advisors first reported a position in Newmont in Q1 2026 and has held it in 2 quarters since.
76 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.