Mowery & Schoenfeld Wealth Management’s B2Gold BTG Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio BTG Stock Details BTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$748	Hold	200	–	–	﹤0.01%	347
2026 Q1	$906	Hold	200	–	–	﹤0.01%	336
2025 Q4	$902	Hold	200	–	–	﹤0.01%	454
2025 Q3	$990	Hold	200	–	–	﹤0.01%	361
2025 Q2	$722	Hold	200	–	–	﹤0.01%	370
2025 Q1	$570	Hold	200	–	–	﹤0.01%	434
2024 Q4	$488	Hold	200	–	–	﹤0.01%	468
2024 Q3	$616	Hold	200	–	–	﹤0.01%	225
2024 Q2	$540	Hold	200	–	–	﹤0.01%	202
2024 Q1	$522	Hold	200	–	–	﹤0.01%	147
2023 Q4	$632	Buy	+200	New	+$631	﹤0.01%	154

Other funds holding BTG

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

MWM

McAlvany Wealth Management Durango, Colorado $134M AUM

Mowery & Schoenfeld Wealth Management's BTG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its B2Gold (BTG) position steady in Q2 2026 at 200 shares worth $748. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Mowery & Schoenfeld Wealth Management first reported a position in BTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $990 in Q3 2025. 131 funds tracked by Wall St. Rank hold BTG as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 200 shares of B2Gold worth $748 as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its B2Gold share count unchanged in Q2 2026.
B2Gold made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #347 holding.
Mowery & Schoenfeld Wealth Management first reported a position in B2Gold in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's B2Gold position peaked at $990 in Q3 2025.
131 funds tracked by Wall St. Rank held B2Gold as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.