Marotta Asset Management’s Coeur Mining CDE Stock Holding History

Marotta Asset Management’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 Q2	$165K	Hold	10,000	–	–	0.03%	101
2026 Q1	$191K	Sell	10,000 -5,000	-33%	-$109K	0.04%	101
2025 Q4	$267K	Hold	15,000	–	–	0.05%	88
2025 Q3	$283K	Hold	15,000	–	–	0.05%	86
2025 Q2	$133K	Hold	15,000	–	–	0.03%	102
2025 Q1	$103K	Hold	15,000	–	–	0.02%	110
2024 Q4	$93K	Hold	15,000	–	–	0.02%	109
2024 Q3	$103K	Hold	15,000	–	–	0.02%	110
2024 Q2	$81K	Hold	15,000	–	–	0.02%	107
2024 Q1	$56.5K	Buy	15,000 +5,000	+50%	+$14.4K	0.01%	104
2023 Q4	$32.6K	Hold	10,000	–	–	0.01%	105
2023 Q3	$22.2K	Sell	10,000 -10,000	-50%	-$26.1K	0.01%	106
2023 Q2	$56.8K	Buy	+20,000	New	+$68K	0.01%	111
2022 Q4	$67.2K	Hold	20,000	–	–	0.02%	103
2022 Q3	$68.4K	Sell	20,000 -5,000	-20%	-$14.8K	0.02%	105
2022 Q2	$76.8K	Sell	25,000 -10,000	-29%	-$39.3K	0.02%	106
2022 Q1	$156K	Buy	35,000 +12,000	+52%	+$57.2K	0.04%	110
2021 Q4	$116K	Buy	23,000 +9,000	+64%	+$54.1K	0.03%	108
2021 Q3	$86.4K	Sell	14,000 -6,000	-30%	-$42.6K	0.02%	100
2021 Q2	$177K	Buy	+20,000	New	+$193K	0.04%	98
2020 Q4	–	Sell	-30,000	Closed	-$221K	–	87
2020 Q3	$221K	Sell	30,000 -25,000	-45%	-$188K	0.07%	78
2020 Q2	$279K	Hold	55,000	–	–	0.09%	67
2020 Q1	$145K	Sell	55,000 -25,000	-31%	-$130K	0.06%	77
2019 Q4	$473K	Buy	+80,000	New	+$493K	0.14%	59

Other funds holding CDE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Marotta Asset Management's CDE Position: Q2 2026 in Review

Marotta Asset Management held its Coeur Mining (CDE) position steady in Q2 2026 at 10,000 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #101.

Marotta Asset Management first reported a position in CDE in Q4 2019 and has held it in 24 quarters since. The position peaked at $473K in Q4 2019. 67 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

Marotta Asset Management held 10,000 shares of Coeur Mining worth $165K as of Q2 2026.
Marotta Asset Management left its Coeur Mining share count unchanged in Q2 2026.
Coeur Mining made up 0.03% of Marotta Asset Management's portfolio in Q2 2026, its #101 holding.
Marotta Asset Management first reported a position in Coeur Mining in Q4 2019 and has held it in 24 quarters since.
Marotta Asset Management's Coeur Mining position peaked at $473K in Q4 2019.
67 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.