Cape Investment Advisory’s CleanSpark CLSK Stock Holding History

Cape Investment Advisory’s Portfolio CLSK Stock Details CLSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-250	Closed	-$2.76K	–	913
2025 Q2	$2.76K	Buy	+250	New	+$2.23K	﹤0.01%	884

Other funds holding CLSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Cape Investment Advisory's CLSK Position: Q3 2025 in Review

Cape Investment Advisory sold out of CleanSpark (CLSK) in Q3 2025, closing a stake of 250 shares — an estimated $2.76K sold.

Cape Investment Advisory first reported a position in CLSK in Q2 2025 and held it in 1 quarter. The position peaked at $2.76K in Q2 2025. 333 funds tracked by Wall St. Rank hold CLSK as of Q3 2025.

Cape Investment Advisory reported no remaining CleanSpark position as of Q3 2025 after selling out during the quarter.
Cape Investment Advisory sold 250 CleanSpark shares in Q3 2025, an estimated $2.76K.
Cape Investment Advisory first reported a position in CleanSpark in Q2 2025 and held it in 1 quarter.
Cape Investment Advisory's CleanSpark position peaked at $2.76K in Q2 2025.
333 funds tracked by Wall St. Rank held CleanSpark as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.