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Net Worth Advisory Group’s Equinox Gold EQX Stock Holding History

Net Worth Advisory Group’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$196K Sell
20,169
-1,466
-7% -$18.9K 0.05% 398
2026
Q1 		$313K Sell
21,635
-1,244
-5% -$19K 0.06% 295
2025
Q4 		$321K Sell
22,879
-77
-0.3% -$972 0.07% 298
2025
Q3 		$258K Sell
22,956
-1,338
-6% -$10.6K 0.07% 342
2025
Q2 		$140K Sell
24,294
-4,959
-17% -$32.2K 0.03% 421
2025
Q1 		$201K Sell
29,253
-484
-2% -$3.1K 0.06% 341
2024
Q4 		$149K Sell
29,737
-1,179
-4% -$6.59K 0.05% 373
2024
Q3 		$188K Buy
+30,916
New +$175K 0.06% 373

Other funds holding EQX

BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return
TFIAP
Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Net Worth Advisory Group's EQX Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Equinox Gold (EQX) stake by 6.8% in Q2 2026, selling an estimated $18.9K and leaving 20,169 shares worth $196K. The position accounts for 0.05% of the portfolio, ranked #398.

Net Worth Advisory Group first reported a position in EQX in Q3 2024 and has held it in 8 quarters since. The position peaked at $321K in Q4 2025. 23 funds tracked by Wall St. Rank hold EQX as of Q2 2026.

  • Net Worth Advisory Group held 20,169 shares of Equinox Gold worth $196K as of Q2 2026.
  • Net Worth Advisory Group sold 1,466 Equinox Gold shares in Q2 2026, an estimated $18.9K.
  • Equinox Gold made up 0.05% of Net Worth Advisory Group's portfolio in Q2 2026, its #398 holding.
  • Net Worth Advisory Group first reported a position in Equinox Gold in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Equinox Gold position peaked at $321K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Equinox Gold as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.