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CreativeOne Wealth’s Caledonia Mining Corp CMCL Stock Holding History

CreativeOne Wealth’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
-9,951
Closed -$360K – 1195
2025
Q3 		$360K Buy
+9,951
New +$253K 0.01% 878

Other funds holding CMCL

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VanEck Associates
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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

CreativeOne Wealth's CMCL Position: Q4 2025 in Review

CreativeOne Wealth sold out of Caledonia Mining Corp (CMCL) in Q4 2025, closing a stake of 9,951 shares — an estimated $360K sold.

CreativeOne Wealth first reported a position in CMCL in Q3 2025 and held it in 1 quarter. The position peaked at $360K in Q3 2025. 143 funds tracked by Wall St. Rank hold CMCL as of Q4 2025.

  • CreativeOne Wealth reported no remaining Caledonia Mining Corp position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 9,951 Caledonia Mining Corp shares in Q4 2025, an estimated $360K.
  • CreativeOne Wealth first reported a position in Caledonia Mining Corp in Q3 2025 and held it in 1 quarter.
  • CreativeOne Wealth's Caledonia Mining Corp position peaked at $360K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.