LifeGoal Wealth Advisors’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,838
Closed -$209K 159
2026
Q1
$209K Buy
+1,838
New +$212K 0.12% 106

Other funds holding NEM

LifeGoal Wealth Advisors's NEM Position: Q2 2026 in Review

LifeGoal Wealth Advisors sold out of Newmont (NEM) in Q2 2026, closing a stake of 1,838 shares — an estimated $209K sold.

LifeGoal Wealth Advisors first reported a position in NEM in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 725 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • LifeGoal Wealth Advisors reported no remaining Newmont position as of Q2 2026 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 1,838 Newmont shares in Q2 2026, an estimated $209K.
  • LifeGoal Wealth Advisors first reported a position in Newmont in Q1 2026 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's Newmont position peaked at $209K in Q1 2026.
  • 725 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.