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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
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 $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

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

WCG Wealth Advisors reduced its Newmont (NEM) stake by 45% in Q1 2026, selling an estimated $2.17M and leaving 22,955 shares worth $2.48M. The position accounts for 0.07% of the portfolio, ranked #242.

WCG Wealth Advisors first reported a position in NEM in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.17M in Q4 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • WCG Wealth Advisors held 22,955 shares of Newmont worth $2.48M as of Q1 2026.
  • WCG Wealth Advisors sold 18,815 Newmont shares in Q1 2026, an estimated $2.17M.
  • Newmont made up 0.07% of WCG Wealth Advisors's portfolio in Q1 2026, its #242 holding.
  • WCG Wealth Advisors first reported a position in Newmont in Q4 2025 and has held it in 2 quarters since.
  • WCG Wealth Advisors's Newmont position peaked at $4.17M in Q4 2025.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.