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WCG Wealth Advisors’s Newmont NEM Stock Holding History

WCG 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
Q2 		$2.09M Sell
22,385
-570
-2% -$62.1K 0.05% 298
2026
Q1 		$2.48M Sell
22,955
-18,815
-45% -$2.17M 0.07% 242
2025
Q4 		$4.17M Buy
+41,770
New +$3.77M 0.12% 171

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WCG Wealth Advisors's NEM Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Newmont (NEM) stake by 2.5% in Q2 2026, selling an estimated $62.1K and leaving 22,385 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #298.

WCG Wealth Advisors first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.17M in Q4 2025. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • WCG Wealth Advisors held 22,385 shares of Newmont worth $2.09M as of Q2 2026.
  • WCG Wealth Advisors sold 570 Newmont shares in Q2 2026, an estimated $62.1K.
  • Newmont made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #298 holding.
  • WCG Wealth Advisors first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's Newmont position peaked at $4.17M in Q4 2025.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.