Wealth Effects’s Comstock LODE Stock Holding History

Wealth Effects’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
2026 Q2	$45.8K	Hold	11,000	–	–	0.01%	253
2026 Q1	$33.5K	Buy	+11,000	New	+$36K	0.01%	234

Other funds holding LODE

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

MCO

MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NRCM

Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wealth Effects's LODE Position: Q2 2026 in Review

Wealth Effects held its Comstock (LODE) position steady in Q2 2026 at 11,000 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #253.

Wealth Effects first reported a position in LODE in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold LODE as of Q2 2026.

Wealth Effects held 11,000 shares of Comstock worth $45.8K as of Q2 2026.
Wealth Effects left its Comstock share count unchanged in Q2 2026.
Comstock made up 0.01% of Wealth Effects's portfolio in Q2 2026, its #253 holding.
Wealth Effects first reported a position in Comstock in Q1 2026 and has held it in 2 quarters since.
106 funds tracked by Wall St. Rank held Comstock as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.