GWMR
CTRA

GC Wealth Management RIA’s Coterra Energy CTRA Stock Holding History

GC Wealth Management RIA’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,318
Closed -$363K – 502
2026
Q1 		$363K Buy
10,318
+270
+3% +$8.12K 0.02% 402
2025
Q4 		$264K Sell
10,048
-3,194
-24% -$80.5K 0.01% 472
2025
Q3 		$313K Buy
+13,242
New +$319K 0.01% 694

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

GC Wealth Management RIA's CTRA Position: Q2 2026 in Review

GC Wealth Management RIA sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 10,318 shares — an estimated $363K sold.

GC Wealth Management RIA first reported a position in CTRA in Q3 2025 and held it in 3 quarters. The position peaked at $363K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • GC Wealth Management RIA reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 10,318 Coterra Energy shares in Q2 2026, an estimated $363K.
  • GC Wealth Management RIA first reported a position in Coterra Energy in Q3 2025 and held it in 3 quarters.
  • GC Wealth Management RIA's Coterra Energy position peaked at $363K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.