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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Total Wealth Planning & Management's CTGO Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Contango Silver & Gold Inc (CTGO) stake by 2.3% in Q2 2026, buying an estimated $7.6K and bringing the position to 16,300 shares worth $257K. The position accounts for 0.17% of the portfolio, ranked #182.

Total Wealth Planning & Management first reported a position in CTGO in Q1 2026 and has held it in 2 quarters since. The position peaked at $299K in Q1 2026. 118 funds tracked by Wall St. Rank hold CTGO as of Q2 2026.

  • Total Wealth Planning & Management held 16,300 shares of Contango Silver & Gold Inc worth $257K as of Q2 2026.
  • Total Wealth Planning & Management bought 369 Contango Silver & Gold Inc shares in Q2 2026, an estimated $7.6K.
  • Contango Silver & Gold Inc made up 0.17% of Total Wealth Planning & Management's portfolio in Q2 2026, its #182 holding.
  • Total Wealth Planning & Management first reported a position in Contango Silver & Gold Inc in Q1 2026 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's Contango Silver & Gold Inc position peaked at $299K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Contango Silver & Gold Inc as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.