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True Wealth Design’s Caledonia Mining Corp CMCL Stock Holding History

True Wealth Design’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
Q3 		$2.42K Sell
103
-13
-11% -$286 ﹤0.01% 1602
2026
Q2 		$2.22K Buy
116
+13
+13% +$295 ﹤0.01% 1648
2026
Q1 		$2.33K Hold
103
– – ﹤0.01% 1484
2025
Q4 		$2.7K Hold
103
– – ﹤0.01% 1342
2025
Q3 		$3.73K Hold
103
– – ﹤0.01% 1197
2025
Q2 		$1.99K Buy
103
+1
+1% +$16 ﹤0.01% 1189
2025
Q1 		$1.27K Buy
102
+14
+16% +$144 ﹤0.01% 1178
2024
Q4 		$829 Buy
+88
New +$1.12K ﹤0.01% 986

Other funds holding CMCL

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's CMCL Position: Q3 2026 in Review

True Wealth Design reduced its Caledonia Mining Corp (CMCL) stake by 11% in Q3 2026, selling an estimated $286 and leaving 103 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

True Wealth Design first reported a position in CMCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.73K in Q3 2025. 9 funds tracked by Wall St. Rank hold CMCL as of Q3 2026.

  • True Wealth Design held 103 shares of Caledonia Mining Corp worth $2.42K as of Q3 2026.
  • True Wealth Design sold 13 Caledonia Mining Corp shares in Q3 2026, an estimated $286.
  • Caledonia Mining Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1602 holding.
  • True Wealth Design first reported a position in Caledonia Mining Corp in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Caledonia Mining Corp position peaked at $3.73K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.