Total Wealth Planning & Management’s New Found Gold NFGC Stock Holding History

Total Wealth Planning & Management’s Portfolio NFGC Stock Details NFGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$306K	Buy	186,600 +20,100	+12%	+$33.1K	0.23%	158
2026 Q2	$256K	Buy	166,500 +10,400	+7%	+$19.9K	0.17%	184
2026 Q1	$303K	Buy	156,100 +4,700	+3%	+$12.6K	0.22%	154
2025 Q4	$450K	Buy	+151,400	New	+$372K	0.33%	91
2025 Q2	$191K	Buy	134,200 +8,800	+7%	+$11.3K	0.15%	193
2025 Q1	$150K	Buy	125,400 +15,328	+14%	+$26.4K	0.14%	183
2024 Q4	$200K	Buy	+110,072	New	+$225K	0.18%	176

Other funds holding NFGC

Compass Financial Management Tampa, Florida $926M AUM

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Deer Park Road Corp Steamboat Springs, Colorado $110M AUM 26.33% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $74M AUM 15.54% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Total Wealth Planning & Management's NFGC Position: Q3 2026 in Review

Total Wealth Planning & Management increased its New Found Gold (NFGC) stake by 12% in Q3 2026, buying an estimated $33.1K and bringing the position to 186,600 shares worth $306K. The position accounts for 0.23% of the portfolio, ranked #158.

Total Wealth Planning & Management first reported a position in NFGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $450K in Q4 2025. 15 funds tracked by Wall St. Rank hold NFGC as of Q3 2026.

Total Wealth Planning & Management held 186,600 shares of New Found Gold worth $306K as of Q3 2026.
Total Wealth Planning & Management bought 20,100 New Found Gold shares in Q3 2026, an estimated $33.1K.
New Found Gold made up 0.23% of Total Wealth Planning & Management's portfolio in Q3 2026, its #158 holding.
Total Wealth Planning & Management first reported a position in New Found Gold in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's New Found Gold position peaked at $450K in Q4 2025.
15 funds tracked by Wall St. Rank held New Found Gold as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.