GWM
CMCL icon

Geneos Wealth Management’s Caledonia Mining Corp CMCL Stock Holding History

Geneos Wealth Management’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
Q3 		– Sell
-28
Closed -$541 – 2624
2025
Q2 		$541 Buy
+28
New +$438 ﹤0.01% 3098

Other funds holding CMCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Geneos Wealth Management's CMCL Position: Q3 2025 in Review

Geneos Wealth Management sold out of Caledonia Mining Corp (CMCL) in Q3 2025, closing a stake of 28 shares — an estimated $541 sold.

Geneos Wealth Management first reported a position in CMCL in Q2 2025 and held it in 1 quarter. The position peaked at $541 in Q2 2025. 135 funds tracked by Wall St. Rank hold CMCL as of Q3 2025.

  • Geneos Wealth Management reported no remaining Caledonia Mining Corp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 28 Caledonia Mining Corp shares in Q3 2025, an estimated $541.
  • Geneos Wealth Management first reported a position in Caledonia Mining Corp in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Caledonia Mining Corp position peaked at $541 in Q2 2025.
  • 135 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.