WR Wealth Planners’s B2Gold BTG Stock Holding History

WR Wealth Planners’s Portfolio BTG Stock Details BTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$5.25K	Buy	2,150 +2,000	+1,333%	+$5.87K	﹤0.01%	692
2024 Q3	$462	Hold	150	–	–	﹤0.01%	1042
2024 Q2	$405	Hold	150	–	–	﹤0.01%	1036
2024 Q1	$392	Buy	+150	New	+$405	﹤0.01%	1057
2023 Q4	–	Sell	-150	Closed	-$434	–	261
2023 Q3	$434	Hold	150	–	–	﹤0.01%	862
2023 Q2	$536	Hold	150	–	–	﹤0.01%	846
2023 Q1	$591	Buy	+150	New	+$558	﹤0.01%	854

Other funds holding BTG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's BTG Position: Q4 2024 in Review

WR Wealth Planners increased its B2Gold (BTG) stake by 1,333% in Q4 2024, buying an estimated $5.87K and bringing the position to 2,150 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

WR Wealth Planners first reported a position in BTG in Q1 2023 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold BTG as of Q4 2024.

WR Wealth Planners held 2,150 shares of B2Gold worth $5.25K as of Q4 2024.
WR Wealth Planners bought 2,000 B2Gold shares in Q4 2024, an estimated $5.87K.
B2Gold made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #692 holding.
WR Wealth Planners first reported a position in B2Gold in Q1 2023 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held B2Gold as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.