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Total Wealth Planning & Management’s Solitario Resources XPL Stock Holding History

Total Wealth Planning & Management’s Portfolio XPL Stock Details XPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155K Hold
205,966
– – 0.1% 207
2026
Q1 		$169K Buy
205,966
+19,100
+10% +$14.7K 0.12% 191
2025
Q4 		$130K Buy
+186,866
New +$124K 0.1% 202
2025
Q2 		$108K Hold
165,866
– – 0.09% 203
2025
Q1 		$99.5K Buy
165,866
+15,300
+10% +$10K 0.09% 186
2024
Q4 		$89.5K Buy
+150,566
New +$96K 0.08% 185

Other funds holding XPL

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Total Wealth Planning & Management's XPL Position: Q2 2026 in Review

Total Wealth Planning & Management held its Solitario Resources (XPL) position steady in Q2 2026 at 205,966 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #207.

Total Wealth Planning & Management first reported a position in XPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $169K in Q1 2026. 54 funds tracked by Wall St. Rank hold XPL as of Q2 2026.

  • Total Wealth Planning & Management held 205,966 shares of Solitario Resources worth $155K as of Q2 2026.
  • Total Wealth Planning & Management left its Solitario Resources share count unchanged in Q2 2026.
  • Solitario Resources made up 0.1% of Total Wealth Planning & Management's portfolio in Q2 2026, its #207 holding.
  • Total Wealth Planning & Management first reported a position in Solitario Resources in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Solitario Resources position peaked at $169K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Solitario Resources as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.