GW HENSSLER & ASSOCIATES LTD B β€” BARRICK MNG CORP

Ownership history in GW HENSSLER & ASSOCIATES LTD  Β·  2 quarters on record

AI Ownership Summary

GW HENSSLER & ASSOCIATES LTD reported BARRICK MNG CORP (B) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.23% in 2025 Q2. The latest visible filing shows B at 0.01% 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 B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GW HENSSLER & ASSOCIATES LTD's position in BARRICK MNG 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
2025 Q4

B was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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.

How GW HENSSLER & ASSOCIATES LTD held B β€” position size vs. price
% of Fund (quarterly)    B price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99.4% -5.6% βœ… 6,445 -1,096,763 -99.4% 0.01% $281K 2026-01-23 $50.65
2025 Q2 INITIATED β€” β€” β€” 1,103,208 β€” β€” 1.23% $23.0M 2025-07-25 $21.34

FAQ About GW HENSSLER & ASSOCIATES LTD and B

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

How long has GW HENSSLER & ASSOCIATES LTD reported owning B?

GW HENSSLER & ASSOCIATES LTD reported B across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported B position in GW HENSSLER & ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for B was 1.23% in 2025 Q2.

What is the latest reported B position on this page?

The most recent filing on this page is 2025 Q4, when GW HENSSLER & ASSOCIATES LTD reported 6,445 shares, equal to 0.01% of portfolio, with an estimated market value of $281K.

What does the chart on this B ownership page compare?

The chart compares GW HENSSLER & ASSOCIATES LTD's quarterly B 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.

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