Total Wealth Planning & Management
CTGO icon

Total Wealth Planning & Management’s Contango Silver & Gold Inc CTGO Stock Holding History

Total Wealth Planning & Management’s Portfolio CTGO Stock Details CTGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$267K Sell
15,900
-400
-2% -$7.24K 0.2% 169
2026
Q2 		$257K Buy
16,300
+369
+2% +$7.6K 0.17% 182
2026
Q1 		$299K Buy
+15,931
New +$420K 0.22% 156

Other funds holding CTGO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
TMB Capital Partners
TMB Capital Partners Little Rock, Arkansas $329M AUM 11.94% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wolff Wiese Magana
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Total Wealth Planning & Management's CTGO Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Contango Silver & Gold Inc (CTGO) stake by 2.5% in Q3 2026, selling an estimated $7.24K and leaving 15,900 shares worth $267K. The position accounts for 0.2% of the portfolio, ranked #169.

Total Wealth Planning & Management first reported a position in CTGO in Q1 2026 and has held it in 3 quarters since. The position peaked at $299K in Q1 2026. 26 funds tracked by Wall St. Rank hold CTGO as of Q3 2026.

  • Total Wealth Planning & Management held 15,900 shares of Contango Silver & Gold Inc worth $267K as of Q3 2026.
  • Total Wealth Planning & Management sold 400 Contango Silver & Gold Inc shares in Q3 2026, an estimated $7.24K.
  • Contango Silver & Gold Inc made up 0.2% of Total Wealth Planning & Management's portfolio in Q3 2026, its #169 holding.
  • Total Wealth Planning & Management first reported a position in Contango Silver & Gold Inc in Q1 2026 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Contango Silver & Gold Inc position peaked at $299K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Contango Silver & Gold Inc as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.