TWPM
TMQ

Total Wealth Planning & Management’s Trilogy Metals TMQ Stock Holding History

Total Wealth Planning & 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
Q1 		$167K Buy
46,520
+1,300
+3% +$5.93K 0.12% 192
2025
Q4 		$195K Buy
+45,220
New +$213K 0.14% 198
2025
Q2 		$136K Sell
100,500
-2,000
-2% -$2.81K 0.11% 200
2025
Q1 		$159K Hold
102,500
– – 0.15% 181
2024
Q4 		$119K Buy
+102,500
New +$92.2K 0.11% 178

Other funds holding TMQ

EG
Electrum Group New York $1.08B AUM
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Total Wealth Planning & Management's TMQ Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Trilogy Metals (TMQ) stake by 2.9% in Q1 2026, buying an estimated $5.93K and bringing the position to 46,520 shares worth $167K. The position accounts for 0.12% of the portfolio, ranked #192.

Total Wealth Planning & Management first reported a position in TMQ in Q4 2024 and has held it in 5 quarters since. The position peaked at $195K in Q4 2025. 146 funds tracked by Wall St. Rank hold TMQ as of Q1 2026.

  • Total Wealth Planning & Management held 46,520 shares of Trilogy Metals worth $167K as of Q1 2026.
  • Total Wealth Planning & Management bought 1,300 Trilogy Metals shares in Q1 2026, an estimated $5.93K.
  • Trilogy Metals made up 0.12% of Total Wealth Planning & Management's portfolio in Q1 2026, its #192 holding.
  • Total Wealth Planning & Management first reported a position in Trilogy Metals in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Trilogy Metals position peaked at $195K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Trilogy Metals as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.