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

EG
Electrum Group New York $3.39B AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Spire Wealth Management's TMQ Position: Q2 2026 in Review

Spire Wealth Management reduced its Trilogy Metals (TMQ) stake by 91% in Q2 2026, selling an estimated $6.01K and leaving 150 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Spire Wealth Management first reported a position in TMQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $52.2K in Q4 2025. 147 funds tracked by Wall St. Rank hold TMQ as of Q2 2026.

  • Spire Wealth Management held 150 shares of Trilogy Metals worth $527 as of Q2 2026.
  • Spire Wealth Management sold 1,461 Trilogy Metals shares in Q2 2026, an estimated $6.01K.
  • Trilogy Metals made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2216 holding.
  • Spire Wealth Management first reported a position in Trilogy Metals in Q1 2025 and has held it in 6 quarters since.
  • Spire Wealth Management's Trilogy Metals position peaked at $52.2K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Trilogy Metals as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.