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 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	+$1.13K	﹤0.01%	986

Other funds holding CMCL

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's CMCL Position: Q2 2026 in Review

True Wealth Design increased its Caledonia Mining Corp (CMCL) stake by 13% in Q2 2026, buying an estimated $295 and bringing the position to 116 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

True Wealth Design first reported a position in CMCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.73K in Q3 2025. 6 funds tracked by Wall St. Rank hold CMCL as of Q2 2026.

True Wealth Design held 116 shares of Caledonia Mining Corp worth $2.22K as of Q2 2026.
True Wealth Design bought 13 Caledonia Mining Corp shares in Q2 2026, an estimated $295.
Caledonia Mining Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1648 holding.
True Wealth Design first reported a position in Caledonia Mining Corp in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's Caledonia Mining Corp position peaked at $3.73K in Q3 2025.
6 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.