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True Wealth Design’s Newmont NEM Stock Holding History

True Wealth Design’s Portfolio NEM Stock Details NEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$233K Buy
2,024
+765
+61% +$85.6K 0.05% 106
2026
Q2 		$118K Sell
1,259
-82
-6% -$8.93K 0.03% 214
2026
Q1 		$145K Buy
1,341
+5
+0.4% +$576 0.04% 136
2025
Q4 		$133K Buy
1,336
+689
+106% +$62.3K 0.04% 137
2025
Q3 		$54.5K Buy
647
+513
+383% +$35.8K 0.02% 294
2025
Q2 		$7.8K Buy
134
+27
+25% +$1.44K ﹤0.01% 665
2025
Q1 		$5.16K Buy
107
+60
+128% +$2.63K ﹤0.01% 681
2024
Q4 		$1.74K Buy
47
+21
+81% +$957 ﹤0.01% 776
2024
Q3 		$1.39K Buy
26
+6
+30% +$298 ﹤0.01% 887
2024
Q2 		$838 Hold
20
– – ﹤0.01% 548
2024
Q1 		$717 Sell
20
-158
-89% -$5.45K ﹤0.01% 541
2023
Q4 		$7.37K Buy
178
+167
+1,518% +$6.45K ﹤0.01% 244
2023
Q3 		$407 Hold
11
– – ﹤0.01% 469
2023
Q2 		$470 Hold
11
– – ﹤0.01% 458
2023
Q1 		$540 Hold
11
– – ﹤0.01% 508
2022
Q4 		$519 Buy
+11
New +$491 ﹤0.01% 445

Other funds holding NEM

EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

True Wealth Design's NEM Position: Q3 2026 in Review

True Wealth Design increased its Newmont (NEM) stake by 61% in Q3 2026, buying an estimated $85.6K and bringing the position to 2,024 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #106.

True Wealth Design first reported a position in NEM in Q4 2022 and has held it in 16 quarters since. 149 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • True Wealth Design held 2,024 shares of Newmont worth $233K as of Q3 2026.
  • True Wealth Design bought 765 Newmont shares in Q3 2026, an estimated $85.6K.
  • Newmont made up 0.05% of True Wealth Design's portfolio in Q3 2026, its #106 holding.
  • True Wealth Design first reported a position in Newmont in Q4 2022 and has held it in 16 quarters since.
  • 149 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.