SWM
TMQ

Spire Wealth Management’s Trilogy Metals TMQ Stock Holding History

Spire Wealth Management’s Portfolio TMQ Stock Details TMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527 Sell
150
-1,461
-91% -$6.01K ﹤0.01% 2216
2026
Q1 		$5.78K Sell
1,611
-10,503
-87% -$47.9K ﹤0.01% 1794
2025
Q4 		$52.2K Sell
12,114
-6,660
-35% -$31.4K ﹤0.01% 1167
2025
Q3 		$39.4K Buy
18,774
+6,669
+55% +$11.9K ﹤0.01% 1313
2025
Q2 		$16.3K Buy
12,105
+5,963
+97% +$8.39K ﹤0.01% 1584
2025
Q1 		$9.52K Buy
+6,142
New +$8.47K ﹤0.01% 1849

Other funds holding TMQ

CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return