VWA
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Visionary Wealth Advisors’s Newmont NEM Stock Holding History

Visionary Wealth 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 		$327K Sell
3,020
-215
-7% -$24.8K 0.01% 506
2025
Q4 		$323K Buy
3,235
+527
+19% +$47.6K 0.01% 486
2025
Q3 		$228K Buy
+2,708
New +$189K 0.01% 552
2025
Q2 		– Sell
-4,213
Closed -$203K – 590
2025
Q1 		$203K Buy
+4,213
New +$185K 0.01% 519
2024
Q4 		– Sell
-13,049
Closed -$697K – 552
2024
Q3 		$697K Buy
13,049
+292
+2% +$14.5K 0.04% 301
2024
Q2 		$534K Sell
12,757
-569
-4% -$23.3K 0.03% 320
2024
Q1 		$478K Buy
13,326
+472
+4% +$16.3K 0.03% 328
2023
Q4 		$532K Sell
12,854
-3,574
-22% -$138K 0.04% 306
2023
Q3 		$607K Buy
16,428
+443
+3% +$18K 0.05% 269
2023
Q2 		$682K Buy
15,985
+37
+0.2% +$1.68K 0.05% 251
2023
Q1 		$782K Sell
15,948
-420
-3% -$20.4K 0.07% 221
2022
Q4 		$773K Buy
16,368
+151
+0.9% +$6.74K 0.07% 198
2022
Q3 		$682K Sell
16,217
-732
-4% -$34.2K 0.07% 191
2022
Q2 		$1.01M Buy
16,949
+358
+2% +$25.3K 0.09% 171
2022
Q1 		$1.32M Sell
16,591
-2,595
-14% -$176K 0.11% 158
2021
Q4 		$1.19M Sell
19,186
-430
-2% -$24.4K 0.1% 152
2021
Q3 		$1.06M Buy
19,616
+1,306
+7% +$77K 0.11% 134
2021
Q2 		$1.16M Buy
18,310
+226
+1% +$15.1K 0.12% 137
2021
Q1 		$1.09M Buy
18,084
+4,190
+30% +$251K 0.11% 138
2020
Q4 		$832K Buy
13,894
+443
+3% +$27.3K 0.09% 150
2020
Q3 		$853K Buy
13,451
+64
+0.5% +$4.17K 0.12% 128
2020
Q2 		$827K Sell
13,387
-182
-1% -$10.8K 0.13% 123
2020
Q1 		$614K Buy
13,569
+101
+0.7% +$4.56K 0.12% 117
2019
Q4 		$585K Buy
+13,468
New +$526K 0.1% 124

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Visionary Wealth Advisors's NEM Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Newmont (NEM) stake by 6.6% in Q1 2026, selling an estimated $24.8K and leaving 3,020 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #506.

Visionary Wealth Advisors first reported a position in NEM in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.32M in Q1 2022. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Visionary Wealth Advisors held 3,020 shares of Newmont worth $327K as of Q1 2026.
  • Visionary Wealth Advisors sold 215 Newmont shares in Q1 2026, an estimated $24.8K.
  • Newmont made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #506 holding.
  • Visionary Wealth Advisors first reported a position in Newmont in Q4 2019 and has held it in 24 quarters since.
  • Visionary Wealth Advisors's Newmont position peaked at $1.32M in Q1 2022.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.