Grant Private Wealth Management Inc NEM — NEWMONT CORP

Ownership history in Grant Private Wealth Management Inc  ·  4 quarters on record

AI Ownership Summary

Grant Private Wealth Management Inc reported NEWMONT CORP (NEM) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.22% in 2025 Q4. The latest visible filing shows NEM at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grant Private Wealth Management Inc's position in NEWMONT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NEM was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEM stock page Grant Private Wealth Management Inc fund profile Grant Private Wealth Management Inc full holdings
How Grant Private Wealth Management Inc held NEM — position size vs. price
% of Fund (quarterly)    NEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,585 -4 -0.1% 0.14% $335K 2026-07-07 $95.06
2026 Q1 REDUCED — — — 3,589 -120 -3.2% 0.21% $389K 2026-04-14 $119.02
2025 Q4 REDUCED — — — 3,709 -5 -0.1% 0.22% $370K 2026-01-05 $103.08
2025 Q3 INITIATED — — — 3,714 — — 0.19% $313K 2025-10-07 $86.32

🏢 Other funds also holding NEM

As of 2026 Q2 — sorted by position size

PKO BP BANKOWY Universal Pension Society JSC 1.33% Renaissance Investment Group LLC 3Y 7Y 1.04% STABLEFORD CAPITAL II LLC 3Y 0.42% GK Wealth Management LLC 0.34% City Center Advisors, LLC 0.33% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.29% Hilltop National Bank 0.27% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.23% Polianta Ltd 3Y 7Y 0.22% Balefire, LLC 3Y 7Y 0.19%

FAQ About Grant Private Wealth Management Inc and NEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grant Private Wealth Management Inc reported owning NEM?

Grant Private Wealth Management Inc reported NEM across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported NEM position in Grant Private Wealth Management Inc's portfolio?

The largest reported portfolio weight for NEM was 0.22% in 2025 Q4.

What is the latest reported NEM position on this page?

The most recent filing on this page is 2026 Q2, when Grant Private Wealth Management Inc reported 3,585 shares, equal to 0.14% of portfolio, with an estimated market value of $335K.

What does the chart on this NEM ownership page compare?

The chart compares Grant Private Wealth Management Inc's quarterly NEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Grant Private Wealth Management Inc time their NEM position?

Based on 13F filing dates vs. subsequent NEM price moves, Grant Private Wealth Management Inc correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on NEM relative to SPY over the holding period was -3.6%.

← Back to Grant Private Wealth Management Inc Holdings