GWMIA
CTRA

Global Wealth Management Investment Advisory’s Coterra Energy CTRA Stock Holding History

Global Wealth Management Investment Advisory’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
-185,585
Closed -$6.52M – 162
2026
Q1 		$6.52M Buy
185,585
+1,595
+0.9% +$47.9K 1.02% 25
2025
Q4 		$4.84M Buy
183,990
+7,852
+4% +$198K 0.78% 46
2025
Q3 		$4.17M Buy
176,138
+18,772
+12% +$453K 0.7% 53
2025
Q2 		$3.99M Sell
157,366
-3,123
-2% -$79.2K 0.75% 48
2025
Q1 		$4.64M Buy
+160,489
New +$4.48M 0.93% 36
2019
Q4 		– Sell
-20
Closed – – 629
2019
Q3 		$0 Hold
20
– – ﹤0.01% 649
2019
Q2 		$0 Hold
20
– – ﹤0.01% 705
2019
Q1 		$1K Hold
20
– – ﹤0.01% 605
2018
Q4 		$0 Buy
+20
New +$483 ﹤0.01% 702

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

Global Wealth Management Investment Advisory's CTRA Position: Q2 2026 in Review

Global Wealth Management Investment Advisory sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 185,585 shares — an estimated $6.52M sold.

Global Wealth Management Investment Advisory first reported a position in CTRA in Q4 2018 and held it in 9 quarters. The position peaked at $6.52M in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Global Wealth Management Investment Advisory reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 185,585 Coterra Energy shares in Q2 2026, an estimated $6.52M.
  • Global Wealth Management Investment Advisory first reported a position in Coterra Energy in Q4 2018 and held it in 9 quarters.
  • Global Wealth Management Investment Advisory's Coterra Energy position peaked at $6.52M in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.