Carson Wealth (CWM LLC)’s Caledonia Mining Corp CMCL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMCL Stock Details CMCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.3K	Sell	765 -15	-2%	-$418	﹤0.01%	4509
2025 Q4	$20K	Sell	780 -92	-11%	-$2.71K	﹤0.01%	4161
2025 Q3	$32K	Buy	872 +228	+35%	+$5.8K	﹤0.01%	3834
2025 Q2	$12K	Buy	644 +149	+30%	+$2.33K	﹤0.01%	4196
2025 Q1	$6K	Buy	495 +257	+108%	+$2.64K	﹤0.01%	4345
2024 Q4	$2K	Sell	238 -99	-29%	-$1.27K	﹤0.01%	4513
2024 Q3	$5K	Buy	337 +142	+73%	+$1.72K	﹤0.01%	4076
2024 Q2	$2K	Sell	195 -2	-1%	-$21	﹤0.01%	4176
2024 Q1	$2K	Buy	197 +135	+218%	+$1.45K	﹤0.01%	3948
2023 Q4	$1K	Buy	+62	New	+$719	﹤0.01%	3917

Other funds holding CMCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CMCL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Caledonia Mining Corp (CMCL) stake by 1.9% in Q1 2026, selling an estimated $418 and leaving 765 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4509.

Carson Wealth (CWM LLC) first reported a position in CMCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $32K in Q3 2025. 151 funds tracked by Wall St. Rank hold CMCL as of Q1 2026.

Carson Wealth (CWM LLC) held 765 shares of Caledonia Mining Corp worth $17.3K as of Q1 2026.
Carson Wealth (CWM LLC) sold 15 Caledonia Mining Corp shares in Q1 2026, an estimated $418.
Caledonia Mining Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4509 holding.
Carson Wealth (CWM LLC) first reported a position in Caledonia Mining Corp in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Caledonia Mining Corp position peaked at $32K in Q3 2025.
151 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.