Ascentis Wealth Management, LLC

Position in AEM — Agnico Eagle Mines Ltd

CIK 2032602 DALLAS, TX

Position in AEM

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$31,664

+$9,626 QoQ

Shares Held

156

+20.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Mar 31, 2026

Ascentis Wealth Management, LLC holds $81,582 across 4 Gold names. AEM ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEM	Agnico Eagle Mines Ltd This page	156	$31,664
2	GFI	Gold Fields Ltd	404	$18,341
3	GROY	Gold Royalty Corp.	5,000	$17,900
4	HMY	Harmony Gold Mining Co Ltd	890	$13,677

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,664	156	+20.0%	Shares	Sole	2026-04-28
2025-12-31	$22,038	130	-71.5%	Shares	Sole	2026-01-14
2025-09-30	$76,862	456	0.0%	Shares	Sole	2025-10-24
2025-06-30	$54,231	456	0.0%	Shares	Sole	2025-07-16
2025-03-31	$49,434	456	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.