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Summit Wealth Group (Colorado)’s Agnico Eagle Mines AEM Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio AEM Stock Details AEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,380
Closed -$245K – 283
2025
Q3 		$245K Buy
+5,380
New +$739K 0.03% 416

Other funds holding AEM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AEM Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Agnico Eagle Mines (AEM) in Q4 2025, closing a stake of 5,380 shares — an estimated $245K sold.

Summit Wealth Group (Colorado) first reported a position in AEM in Q3 2025 and held it in 1 quarter. The position peaked at $245K in Q3 2025. 1,053 funds tracked by Wall St. Rank hold AEM as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Agnico Eagle Mines position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,380 Agnico Eagle Mines shares in Q4 2025, an estimated $245K.
  • Summit Wealth Group (Colorado) first reported a position in Agnico Eagle Mines in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Agnico Eagle Mines position peaked at $245K in Q3 2025.
  • 1,053 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.