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Kingswood Wealth Advisors’s Comstock LODE Stock Holding History

Kingswood Wealth Advisors’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-27,000
Closed -$102K – 824
2025
Q2 		$102K Hold
27,000
– – 0.01% 732
2025
Q1 		$65.9K Hold
27,000
– – 0.01% 717
2024
Q4 		$216K Buy
27,000
+25,000
+1,250% +$107K 0.02% 714
2024
Q3 		$9.46K Sell
2,000
-21,300
-91% -$49.1K ﹤0.01% 663
2024
Q2 		$38.2K Hold
23,300
– – ﹤0.01% 647
2024
Q1 		$84.8K Hold
23,300
– – 0.01% 601
2023
Q4 		$128K Buy
+23,300
New +$107K 0.01% 604

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingswood Wealth Advisors's LODE Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Comstock (LODE) in Q3 2025, closing a stake of 27,000 shares — an estimated $102K sold.

Kingswood Wealth Advisors first reported a position in LODE in Q4 2023 and held it in 7 quarters. The position peaked at $216K in Q4 2024. 67 funds tracked by Wall St. Rank hold LODE as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Comstock position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 27,000 Comstock shares in Q3 2025, an estimated $102K.
  • Kingswood Wealth Advisors first reported a position in Comstock in Q4 2023 and held it in 7 quarters.
  • Kingswood Wealth Advisors's Comstock position peaked at $216K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held Comstock as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.