Valeo Financial Advisors’s NovaGold Resources NG Stock Holding History

Valeo Financial Advisors’s Portfolio NG Stock Details NG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$65K	Buy	+10,000	New	+$70.9K	﹤0.01%	822

Other funds holding NG

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Valeo Financial Advisors opened a new position in NovaGold Resources (NG) in Q3 2026: 10,000 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings.

18 funds tracked by Wall St. Rank hold NG as of Q3 2026.

Valeo Financial Advisors held 10,000 shares of NovaGold Resources worth $65K as of Q3 2026.
NovaGold Resources was a new Valeo Financial Advisors position in Q3 2026.
NovaGold Resources made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #822 holding.
18 funds tracked by Wall St. Rank held NovaGold Resources as of Q3 2026.

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