Creative Planning
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Creative Planning’s Caledonia Mining Corp CMCL Stock Holding History

Creative Planning’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
2025
Q4 		– Sell
-7,017
Closed -$254K – 3937
2025
Q3 		$254K Buy
+7,017
New +$178K ﹤0.01% 3282

Other funds holding CMCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return

Creative Planning's CMCL Position: Q4 2025 in Review

Creative Planning sold out of Caledonia Mining Corp (CMCL) in Q4 2025, closing a stake of 7,017 shares — an estimated $254K sold.

Creative Planning first reported a position in CMCL in Q3 2025 and held it in 1 quarter. The position peaked at $254K in Q3 2025. 143 funds tracked by Wall St. Rank hold CMCL as of Q4 2025.

  • Creative Planning reported no remaining Caledonia Mining Corp position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 7,017 Caledonia Mining Corp shares in Q4 2025, an estimated $254K.
  • Creative Planning first reported a position in Caledonia Mining Corp in Q3 2025 and held it in 1 quarter.
  • Creative Planning's Caledonia Mining Corp position peaked at $254K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.