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Whalen Wealth Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Whalen Wealth Management’s Portfolio REMX Stock Details REMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$491K Buy
+7,638
New +$564K 0.21% 117
2024
Q1 		– Sell
-7,710
Closed -$475K – 152
2023
Q4 		$475K Buy
+7,710
New +$455K 0.43% 60

Other funds holding REMX

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Whalen Wealth Management's REMX Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in VanEck Rare Earth/Strategic Metals ETF (REMX) in Q3 2026: 7,638 shares worth $491K. The stake represents 0.21% of the portfolio and ranks #117 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in REMX as recently as Q4 2023.

Whalen Wealth Management first reported a position in REMX in Q4 2023 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold REMX as of Q3 2026.

  • Whalen Wealth Management held 7,638 shares of VanEck Rare Earth/Strategic Metals ETF worth $491K as of Q3 2026.
  • VanEck Rare Earth/Strategic Metals ETF was a new Whalen Wealth Management position in Q3 2026.
  • VanEck Rare Earth/Strategic Metals ETF made up 0.21% of Whalen Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Whalen Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2023 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.