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Spire Wealth Management’s Comstock LODE Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-39,960
Closed -$320K – 2535
2024
Q4 		$320K Sell
39,960
-3,717
-9% -$15.9K 0.01% 687
2024
Q3 		$205K Buy
43,677
+28,097
+180% +$64.7K 0.01% 724
2024
Q2 		$24.9K Sell
15,580
-6,321
-29% -$16.4K ﹤0.01% 1364
2024
Q1 		$78.8K Sell
21,901
-4,775
-18% -$21.5K ﹤0.01% 1070
2023
Q4 		$128K Buy
26,676
+323
+1% +$1.48K ﹤0.01% 926
2023
Q3 		$108K Sell
26,353
-6,193
-19% -$32.2K ﹤0.01% 932
2023
Q2 		$238K Buy
32,546
+16,187
+99% +$100K 0.01% 675
2023
Q1 		$55.6K Buy
+16,359
New +$64.4K ﹤0.01% 1157

Other funds holding LODE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Spire Wealth Management's LODE Position: Q1 2025 in Review

Spire Wealth Management sold out of Comstock (LODE) in Q1 2025, closing a stake of 39,960 shares — an estimated $320K sold.

Spire Wealth Management first reported a position in LODE in Q1 2023 and held it in 8 quarters. The position peaked at $320K in Q4 2024. 41 funds tracked by Wall St. Rank hold LODE as of Q1 2025.

  • Spire Wealth Management reported no remaining Comstock position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 39,960 Comstock shares in Q1 2025, an estimated $320K.
  • Spire Wealth Management first reported a position in Comstock in Q1 2023 and held it in 8 quarters.
  • Spire Wealth Management's Comstock position peaked at $320K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Comstock as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.