Ownership history in Comprehensive Wealth Management, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Comprehensive Wealth Management, LLC reported a position in VANECK ETF TRUST (GDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 79,754 | +53,295 | +201.4% | 4.04% | $6.8M | $85.77 |
| 2025 Q3 | REDUCED | 26,459 | -3,138 | -10.6% | 1.43% | $2.0M | $75.85 |
| 2025 Q2 | REDUCED | 29,597 | -1,639 | -5.2% | 1.24% | $1.5M | $51.68 |
| 2025 Q1 | REDUCED | 31,236 | -2,903 | -8.5% | 1.00% | $1.4M | $45.64 |
| 2024 Q4 | ADDED | 34,139 | +15,662 | +84.8% | 0.87% | $1.2M | $33.67 |
| 2024 Q3 | ADDED | 18,477 | +8,223 | +80.2% | 0.48% | $736K | $39.07 |
| 2024 Q2 | ADDED | 10,254 | +3,071 | +42.8% | 0.25% | $348K | $33.29 |
| 2024 Q1 | INITIATED | 7,183 | — | — | 0.18% | $227K | — |
As of 2025 Q4 — sorted by position size