Synergy Asset Management’s Trekor Metals TGB Stock Holding History

Synergy Asset Management’s Portfolio TGB Stock Details TGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$245K	Buy	+35,626	New	+$255K	0.02%	234

Other funds holding TGB

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Hatch Cove Capital Chicago, Illinois $225M AUM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Koenig Investment Advisory Ashland, Oregon $129M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Synergy Asset Management's TGB Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Trekor Metals (TGB) in Q2 2026: 35,626 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings.

23 funds tracked by Wall St. Rank hold TGB as of Q2 2026.

Synergy Asset Management held 35,626 shares of Trekor Metals worth $245K as of Q2 2026.
Trekor Metals was a new Synergy Asset Management position in Q2 2026.
Trekor Metals made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #234 holding.
23 funds tracked by Wall St. Rank held Trekor Metals as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.