Peterson Wealth Services
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Peterson Wealth Services’s Newmont NEM Stock Holding History

Peterson Wealth Services’s Portfolio NEM Stock Details NEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$411K Buy
3,565
+527
+17% +$59K 0.09% 104
2026
Q2 		$284K Sell
3,038
-23
-0.8% -$2.5K 0.06% 116
2026
Q1 		$331K Buy
3,061
+337
+12% +$38.8K 0.08% 107
2025
Q4 		$272K Sell
2,724
-8,168
-75% -$738K 0.07% 103
2025
Q3 		$231K Buy
10,892
+7,249
+199% +$506K 0.06% 113
2025
Q2 		$212K Sell
3,643
-446
-11% -$23.8K 0.06% 116
2025
Q1 		$197K Sell
4,089
-54
-1% -$2.37K 0.06% 121
2024
Q4 		$154K Sell
4,143
-447
-10% -$20.4K 0.05% 130
2024
Q3 		$245K Buy
+4,590
New +$228K 0.08% 110

Other funds holding NEM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Peterson Wealth Services's NEM Position: Q3 2026 in Review

Peterson Wealth Services increased its Newmont (NEM) stake by 17% in Q3 2026, buying an estimated $59K and bringing the position to 3,565 shares worth $411K. The position accounts for 0.09% of the portfolio, ranked #104.

Peterson Wealth Services first reported a position in NEM in Q3 2024 and has held it in 9 quarters since. 1,090 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Peterson Wealth Services held 3,565 shares of Newmont worth $411K as of Q3 2026.
  • Peterson Wealth Services bought 527 Newmont shares in Q3 2026, an estimated $59K.
  • Newmont made up 0.09% of Peterson Wealth Services's portfolio in Q3 2026, its #104 holding.
  • Peterson Wealth Services first reported a position in Newmont in Q3 2024 and has held it in 9 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.