Private Wealth Management Group, LLC TGB — TASEKO MINES LTD

Ownership history in Private Wealth Management Group, LLC  ·  8 quarters on record

AI Ownership Summary

Private Wealth Management Group, LLC reported TASEKO MINES LTD (TGB) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows TGB 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 TGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Wealth Management Group, LLC's position in TASEKO MINES LTD, 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 Q3

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

High-water mark
Peak Conviction
0.03% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 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.

TGB stock page Private Wealth Management Group, LLC fund profile Private Wealth Management Group, LLC full holdings
How Private Wealth Management Group, LLC held TGB — position size vs. price
% of Fund (quarterly)    TGB 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)
2025 Q3 UNCHANGED — — — 5,000 — 0% 0.01% $21K 2025-10-17 $3.87
2025 Q2 REDUCED 58.3% +34.3% ❌ 5,000 -7,000 -58.3% 0.01% $16K 2025-07-29 $3.36
2025 Q1 UNCHANGED — — — 12,000 — 0% 0.01% $27K 2025-05-02 $1.96
2024 Q4 REDUCED 63.5% +15.5% ❌ 12,000 -20,836 -63.5% 0.01% $23K 2025-01-27 $1.89
2024 Q3 UNCHANGED — — — 32,836 — 0% 0.03% $83K 2024-10-29 $2.37
2024 Q2 ADDED — — — 32,836 +6,000 +22.4% 0.03% $80K 2024-08-13 $2.08
2024 Q1 UNCHANGED — — — 26,836 — 0% 0.03% $58K 2024-04-30 $2.46
2023 Q4 INITIATED — — — 26,836 — — 0.02% $38K 2024-02-08 $1.35

🏢 Other funds also holding TGB

As of 2026 Q1 — sorted by position size

L1 Capital Pty Ltd 3Y 8.89% HATCH COVE CAPITAL, LLC 7.04% BRIGHTLINE CAPITAL MANAGEMENT, LLC 3Y 7Y 3.82% Mudita Advisors LLP 3Y 2.7% Semanteon Capital Management, LP 1.92% PCJ Investment Counsel Ltd. 3Y 7Y 1.87% Orchard Capital Management, LLC 3Y 1.5% Anthracite Investment Company, Inc. 1.46% Koenig Investment Advisory, LLC 1.18% Pekin Hardy Strauss, Inc. 3Y 7Y 0.59%

FAQ About Private Wealth Management Group, LLC and TGB

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

How long has Private Wealth Management Group, LLC reported owning TGB?

Private Wealth Management Group, LLC reported TGB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TGB position in Private Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for TGB was 0.03% in 2024 Q2.

What is the latest reported TGB position on this page?

The most recent filing on this page is 2025 Q3, when Private Wealth Management Group, LLC reported 5,000 shares, equal to 0.01% of portfolio, with an estimated market value of $21K.

What does the chart on this TGB ownership page compare?

The chart compares Private Wealth Management Group, LLC's quarterly TGB 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 Private Wealth Management Group, LLC time their TGB position?

Based on 13F filing dates vs. subsequent TGB price moves, Private Wealth Management Group, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on TGB relative to SPY over the holding period was +55.3%.

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