Ground Swell Capital’s Castellum CTM Stock Holding History

Ground Swell Capital’s Portfolio CTM Stock Details CTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-21,090	Closed	-$12.4K	–	165
2026 Q1	$12.4K	Buy	+21,090	New	+$18.8K	0.02%	94

Other funds holding CTM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ground Swell Capital's CTM Position: Q2 2026 in Review

Ground Swell Capital sold out of Castellum (CTM) in Q2 2026, closing a stake of 21,090 shares — an estimated $12.4K sold.

Ground Swell Capital first reported a position in CTM in Q1 2026 and held it in 1 quarter. The position peaked at $12.4K in Q1 2026. 35 funds tracked by Wall St. Rank hold CTM as of Q2 2026.

Ground Swell Capital reported no remaining Castellum position as of Q2 2026 after selling out during the quarter.
Ground Swell Capital sold 21,090 Castellum shares in Q2 2026, an estimated $12.4K.
Ground Swell Capital first reported a position in Castellum in Q1 2026 and held it in 1 quarter.
Ground Swell Capital's Castellum position peaked at $12.4K in Q1 2026.
35 funds tracked by Wall St. Rank held Castellum as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.