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Valeo Financial Advisors’s Newmont NEM Stock Holding History

Valeo Financial Advisors’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 		$744K Buy
6,452
+830
+15% +$92.9K 0.02% 362
2026
Q2 		$525K Sell
5,622
-440
-7% -$47.9K 0.01% 435
2026
Q1 		$656K Sell
6,062
-3,556
-37% -$410K 0.02% 346
2025
Q4 		$960K Buy
9,618
+587
+6% +$53K 0.02% 310
2025
Q3 		$761K Sell
9,031
-207
-2% -$14.4K 0.02% 371
2025
Q2 		$538K Buy
9,238
+1,460
+19% +$77.9K 0.01% 434
2025
Q1 		$376K Buy
7,778
+2,077
+36% +$91.2K 0.01% 479
2024
Q4 		$212K Sell
5,701
-3,268
-36% -$149K 0.01% 651
2024
Q3 		$479K Sell
8,969
-1,016
-10% -$50.5K 0.01% 417
2024
Q2 		$418K Buy
9,985
+1,636
+20% +$66.9K 0.01% 436
2024
Q1 		$322K Sell
8,349
-3,499
-30% -$121K 0.01% 479
2023
Q4 		$490K Buy
11,848
+3,188
+37% +$123K 0.02% 374
2023
Q3 		$320K Sell
8,660
-823
-9% -$33.5K 0.01% 440
2023
Q2 		$405K Sell
9,483
-1,486
-14% -$67.5K 0.02% 354
2023
Q1 		$538K Buy
10,969
+1,879
+21% +$91.1K 0.03% 318
2022
Q4 		$429K Buy
+9,090
New +$406K 0.02% 304
2021
Q3 		– Sell
-4,714
Closed -$299K – 609
2021
Q2 		$299K Buy
4,714
+1,503
+47% +$101K 0.02% 355
2021
Q1 		$193K Sell
3,211
-292
-8% -$17.5K 0.01% 446
2020
Q4 		$210K Sell
3,503
-2,690
-43% -$166K 0.01% 411
2020
Q3 		$393K Buy
6,193
+4,313
+229% +$281K 0.03% 219
2020
Q2 		$116K Buy
1,880
+1,357
+259% +$80.3K 0.01% 462
2020
Q1 		$30K Sell
523
-303
-37% -$13.7K ﹤0.01% 767
2019
Q4 		$36K Sell
826
-749
-48% -$29.3K ﹤0.01% 765
2019
Q3 		$60K Sell
1,575
-225
-13% -$8.74K 0.01% 545
2019
Q2 		$69K Buy
1,800
+1,150
+177% +$38.9K 0.01% 515
2019
Q1 		$23K Hold
650
– – ﹤0.01% 747
2018
Q4 		$23K Hold
650
– – ﹤0.01% 678
2018
Q3 		$20K Buy
650
+325
+100% +$11K ﹤0.01% 779
2018
Q2 		$11K Buy
+325
New +$12.8K ﹤0.01% 919

Other funds holding NEM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Valeo Financial Advisors's NEM Position: Q3 2026 in Review

Valeo Financial Advisors increased its Newmont (NEM) stake by 15% in Q3 2026, buying an estimated $92.9K and bringing the position to 6,452 shares worth $744K. The position accounts for 0.02% of the portfolio, ranked #362.

Valeo Financial Advisors first reported a position in NEM in Q2 2018 and has held it in 29 quarters since. The position peaked at $960K in Q4 2025. 76 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Valeo Financial Advisors held 6,452 shares of Newmont worth $744K as of Q3 2026.
  • Valeo Financial Advisors bought 830 Newmont shares in Q3 2026, an estimated $92.9K.
  • Newmont made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #362 holding.
  • Valeo Financial Advisors first reported a position in Newmont in Q2 2018 and has held it in 29 quarters since.
  • Valeo Financial Advisors's Newmont position peaked at $960K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.