Capstone Wealth Management Group LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 2059649
Bend, OR
Position in WPM
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$4,973,139
+$418,064 QoQ
Shares Held
37,960
-2.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
5.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Capstone Wealth Management Group LLC holds $5,194,793 across 2 Gold names. WPM ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
37,960 | $4,973,139 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
1,092 | $221,654 |
All Filings in WPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,973,139 | 37,960 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,555,075 | 38,760 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,386,700 | 39,223 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,525,188 | 39,256 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,937,596 | 37,841 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,099,439 | 37,330 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||