Cornerstone Planning Group
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Cornerstone Planning Group’s Caledonia Mining Corp CMCL Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-73
Closed -$1.36K – 448
2026
Q2 		$1.36K Hold
73
– – ﹤0.01% 1416
2026
Q1 		$1.62K Hold
73
– – ﹤0.01% 1344
2025
Q4 		$2.36K Hold
73
– – ﹤0.01% 1164
2025
Q3 		$2.12K Hold
73
– – ﹤0.01% 1149
2025
Q2 		$1.59K Hold
73
– – ﹤0.01% 1000
2025
Q1 		$999 Hold
73
– – ﹤0.01% 1131
2024
Q4 		$698 Sell
73
-265
-78% -$3.39K ﹤0.01% 1048
2024
Q3 		$5.25K Hold
338
– – ﹤0.01% 558
2024
Q2 		$3.76K Sell
338
-96
-22% -$989 ﹤0.01% 633
2024
Q1 		$4.24K Buy
+434
New +$4.65K ﹤0.01% 544

Other funds holding CMCL

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $355M AUM
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cornerstone Planning Group's CMCL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Caledonia Mining Corp (CMCL) in Q3 2026, closing a stake of 73 shares — an estimated $1.36K sold.

Cornerstone Planning Group first reported a position in CMCL in Q1 2024 and held it in 10 quarters. The position peaked at $5.25K in Q3 2024. 11 funds tracked by Wall St. Rank hold CMCL as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Caledonia Mining Corp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 73 Caledonia Mining Corp shares in Q3 2026, an estimated $1.36K.
  • Cornerstone Planning Group first reported a position in Caledonia Mining Corp in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's Caledonia Mining Corp position peaked at $5.25K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.