SMART Wealth’s Coeur Mining CDE Stock Holding History

SMART Wealth’s Portfolio CDE Stock Details CDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-20,455	Closed	-$384K	–	227
2026 Q1	$384K	Buy	20,455 +6,786	+50%	+$148K	0.11%	147
2025 Q4	$244K	Buy	+13,669	New	+$238K	0.07%	164

Other funds holding CDE

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SMART Wealth's CDE Position: Q2 2026 in Review

SMART Wealth sold out of Coeur Mining (CDE) in Q2 2026, closing a stake of 20,455 shares — an estimated $384K sold.

SMART Wealth first reported a position in CDE in Q4 2025 and held it in 2 quarters. The position peaked at $384K in Q1 2026. 681 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

SMART Wealth reported no remaining Coeur Mining position as of Q2 2026 after selling out during the quarter.
SMART Wealth sold 20,455 Coeur Mining shares in Q2 2026, an estimated $384K.
SMART Wealth first reported a position in Coeur Mining in Q4 2025 and held it in 2 quarters.
SMART Wealth's Coeur Mining position peaked at $384K in Q1 2026.
681 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.