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Mascoma Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Mascoma Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$3.28K – 523
2025
Q3 		$3.28K Hold
200
– – ﹤0.01% 406
2025
Q2 		$3.61K Hold
200
– – ﹤0.01% 406
2025
Q1 		$3.91K Hold
200
– – ﹤0.01% 418
2024
Q4 		$6.82K Hold
200
– – ﹤0.01% 378
2024
Q3 		$3.21K Hold
200
– – ﹤0.01% 416
2024
Q2 		$6.55K Buy
+200
New +$8.4K ﹤0.01% 381

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Mascoma Wealth Management's DJT Position: Q4 2025 in Review

Mascoma Wealth Management sold out of Trump Media & Technology Group (DJT) in Q4 2025, closing a stake of 200 shares — an estimated $3.28K sold.

Mascoma Wealth Management first reported a position in DJT in Q2 2024 and held it in 6 quarters. The position peaked at $6.82K in Q4 2024. 343 funds tracked by Wall St. Rank hold DJT as of Q4 2025.

  • Mascoma Wealth Management reported no remaining Trump Media & Technology Group position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 200 Trump Media & Technology Group shares in Q4 2025, an estimated $3.28K.
  • Mascoma Wealth Management first reported a position in Trump Media & Technology Group in Q2 2024 and held it in 6 quarters.
  • Mascoma Wealth Management's Trump Media & Technology Group position peaked at $6.82K in Q4 2024.
  • 343 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.