LWM
NG icon

Lodestone Wealth Management’s NovaGold Resources NG Stock Holding History

Lodestone Wealth Management’s Portfolio NG Stock Details NG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,000
Closed -$5.97K – 813
2026
Q2 		$5.97K Hold
1,000
– – ﹤0.01% 579
2026
Q1 		$8.98K Buy
+1,000
New +$10.3K ﹤0.01% 528

Other funds holding NG

Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Lodestone Wealth Management's NG Position: Q3 2026 in Review

Lodestone Wealth Management sold out of NovaGold Resources (NG) in Q3 2026, closing a stake of 1,000 shares — an estimated $5.97K sold.

Lodestone Wealth Management first reported a position in NG in Q1 2026 and held it in 2 quarters. The position peaked at $8.98K in Q1 2026. 32 funds tracked by Wall St. Rank hold NG as of Q3 2026.

  • Lodestone Wealth Management reported no remaining NovaGold Resources position as of Q3 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 1,000 NovaGold Resources shares in Q3 2026, an estimated $5.97K.
  • Lodestone Wealth Management first reported a position in NovaGold Resources in Q1 2026 and held it in 2 quarters.
  • Lodestone Wealth Management's NovaGold Resources position peaked at $8.98K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held NovaGold Resources as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.