PCG Wealth Advisors’s Hecla Mining HL Stock Holding History

PCG Wealth Advisors’s Portfolio HL Stock Details HL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-35,520	Closed	-$213K	–	150
2025 Q2	$213K	Buy	35,520 +12,345	+53%	+$68.1K	0.11%	84
2025 Q1	$129K	Hold	23,175	–	–	0.05%	130
2024 Q4	$114K	Sell	23,175 -26,500	-53%	-$158K	0.04%	124
2024 Q3	$331K	Sell	49,675 -9,000	-15%	-$52.6K	0.13%	96
2024 Q2	$285K	Sell	58,675 -42,538	-42%	-$227K	0.12%	96
2024 Q1	$487K	Buy	+101,213	New	+$404K	0.23%	72
2023 Q4	–	Sell	-61,293	Closed	-$240K	–	108
2023 Q3	$240K	Buy	61,293 +38,055	+164%	+$182K	0.16%	87
2023 Q2	$120K	Sell	23,238 -28,277	-55%	-$162K	0.07%	104
2023 Q1	$326K	Sell	51,515 -35,490	-41%	-$204K	0.21%	77
2022 Q4	$484K	Sell	87,005 -49,005	-36%	-$243K	0.31%	64
2022 Q3	$537K	Buy	136,010 +97,960	+257%	+$399K	0.19%	72
2022 Q2	$149K	Buy	38,050 +19,135	+101%	+$99.5K	0.11%	85
2022 Q1	$124K	Buy	+18,915	New	+$109K	0.08%	81

Other funds holding HL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return