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ORG Wealth Partners’s Dakota Gold DC Stock Holding History

ORG Wealth Partners’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-91,636
Closed -$202K – 778
2024
Q4 		$202K Buy
+91,636
New +$207K 0.06% 126

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Bank of Montreal
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VanEck Associates
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

ORG Wealth Partners's DC Position: Q1 2025 in Review

ORG Wealth Partners sold out of Dakota Gold (DC) in Q1 2025, closing a stake of 91,636 shares — an estimated $202K sold.

ORG Wealth Partners first reported a position in DC in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 109 funds tracked by Wall St. Rank hold DC as of Q1 2025.

  • ORG Wealth Partners reported no remaining Dakota Gold position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 91,636 Dakota Gold shares in Q1 2025, an estimated $202K.
  • ORG Wealth Partners first reported a position in Dakota Gold in Q4 2024 and held it in 1 quarter.
  • ORG Wealth Partners's Dakota Gold position peaked at $202K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.