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Pinnacle Wealth Planning Services’s Caledonia Mining Corp CMCL Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		$2.22K Hold
116
– – ﹤0.01% 2457
2026
Q1 		$2.62K Hold
116
– – ﹤0.01% 2401
2025
Q4 		$3.04K Buy
+116
New +$3.41K ﹤0.01% 2398

Other funds holding CMCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's CMCL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Caledonia Mining Corp (CMCL) position steady in Q2 2026 at 116 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Pinnacle Wealth Planning Services first reported a position in CMCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.04K in Q4 2025. 133 funds tracked by Wall St. Rank hold CMCL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 116 shares of Caledonia Mining Corp worth $2.22K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Caledonia Mining Corp share count unchanged in Q2 2026.
  • Caledonia Mining Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2457 holding.
  • Pinnacle Wealth Planning Services first reported a position in Caledonia Mining Corp in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Caledonia Mining Corp position peaked at $3.04K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.