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Kestra Advisory Services’s Caledonia Mining Corp CMCL Stock Holding History

Kestra Advisory Services’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
-8,000
Closed -$290K – 4549
2025
Q3 		$290K Buy
+8,000
New +$203K ﹤0.01% 2475

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State Street
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USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
OAG
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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

Kestra Advisory Services's CMCL Position: Q4 2025 in Review

Kestra Advisory Services sold out of Caledonia Mining Corp (CMCL) in Q4 2025, closing a stake of 8,000 shares — an estimated $290K sold.

Kestra Advisory Services first reported a position in CMCL in Q3 2025 and held it in 1 quarter. The position peaked at $290K in Q3 2025. 143 funds tracked by Wall St. Rank hold CMCL as of Q4 2025.

  • Kestra Advisory Services reported no remaining Caledonia Mining Corp position as of Q4 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 8,000 Caledonia Mining Corp shares in Q4 2025, an estimated $290K.
  • Kestra Advisory Services first reported a position in Caledonia Mining Corp in Q3 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Caledonia Mining Corp position peaked at $290K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q4 2025.

Based on Kestra Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.