Net Worth Advisory Group EGO — ELDORADO GOLD CORP NEW

Ownership history in Net Worth Advisory Group  ·  8 quarters on record

AI Ownership Summary

Net Worth Advisory Group reported ELDORADO GOLD CORP NEW (EGO) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows EGO at 0.06% 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 EGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Net Worth Advisory Group's position in ELDORADO GOLD CORP NEW, 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 Q3

EGO was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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 Net Worth Advisory Group held EGO — position size vs. price
% of Fund (quarterly)    EGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 6,668 -124 -1.8% 0.06% $251K 2026-10-20 $35.18
2026 Q2 REDUCED 6.8% +27.1% ❌ 6,792 -499 -6.8% 0.05% $211K 2026-07-14 $29.43
2026 Q1 REDUCED 5.4% -9.2% ✅ 7,291 -416 -5.4% 0.05% $250K 2026-05-05 $29.22
2025 Q4 REDUCED — — — 7,707 -28 -0.4% 0.06% $277K 2026-01-14 $40.68
2025 Q3 REDUCED 28.1% +23.6% ❌ 7,735 -3,023 -28.1% 0.06% $223K 2025-10-15 $29.02
2025 Q1 REDUCED — — — 10,758 -182 -1.7% 0.06% $181K 2025-04-15 $19.25
2024 Q4 REDUCED — — — 10,940 -430 -3.8% 0.05% $163K 2025-02-07 $13.85
2024 Q3 INITIATED — — — 11,370 — — 0.06% $198K 2024-10-17 $17.91

FAQ About Net Worth Advisory Group and EGO

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

How long has Net Worth Advisory Group reported owning EGO?

Net Worth Advisory Group reported EGO across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported EGO position in Net Worth Advisory Group's portfolio?

The largest reported portfolio weight for EGO was 0.06% in 2025 Q3.

What is the latest reported EGO position on this page?

The most recent filing on this page is 2026 Q3, when Net Worth Advisory Group reported 6,668 shares, equal to 0.06% of portfolio, with an estimated market value of $251K.

What does the chart on this EGO ownership page compare?

The chart compares Net Worth Advisory Group's quarterly EGO 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 Net Worth Advisory Group time their EGO position?

Based on 13F filing dates vs. subsequent EGO price moves, Net Worth Advisory Group correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on EGO relative to SPY over the holding period was +20.6%.

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