Creative Planning
LODE icon

Creative Planning’s Comstock LODE Stock Holding History

Creative Planning’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,731
Closed -$38.4K – 3751
2025
Q1 		$38.4K Buy
+15,731
New +$52.3K ﹤0.01% 3366
2017
Q4 		– Sell
-160
Closed -$6K – 1961
2017
Q3 		$6K Hold
160
– – ﹤0.01% 1867
2017
Q2 		$7K Hold
160
– – ﹤0.01% 3827
2017
Q1 		$9K Buy
+160
New +$10.1K ﹤0.01% 3652

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's LODE Position: Q2 2025 in Review

Creative Planning sold out of Comstock (LODE) in Q2 2025, closing a stake of 15,731 shares — an estimated $38.4K sold.

Creative Planning first reported a position in LODE in Q1 2017 and held it in 4 quarters. The position peaked at $38.4K in Q1 2025. 42 funds tracked by Wall St. Rank hold LODE as of Q2 2025.

  • Creative Planning reported no remaining Comstock position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 15,731 Comstock shares in Q2 2025, an estimated $38.4K.
  • Creative Planning first reported a position in Comstock in Q1 2017 and held it in 4 quarters.
  • Creative Planning's Comstock position peaked at $38.4K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Comstock as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.