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 Q1	–	Sell	-1,000	Closed	-$99.8K	–	854
2025 Q4	$99.8K	Buy	+1,000	New	+$90.4K	﹤0.01%	793
2024 Q2	–	Sell	-500	Closed	-$19	–	707
2024 Q1	$19	Buy	+500	New	+$17.2K	﹤0.01%	663
2019 Q4	–	Sell	-1,000	Closed	-$38K	–	1686
2019 Q3	$38K	Hold	1,000	–	–	﹤0.01%	685
2019 Q2	$38K	Buy	+1,000	New	+$33.8K	﹤0.01%	678

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

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

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.