Centaurus Financial’s ClearPoint Neuro CLPT Stock Holding History

Centaurus Financial’s Portfolio CLPT Stock Details CLPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,975	Closed	-$196K	–	1052
2025 Q3	$196K	Buy	+8,975	New	+$106K	0.01%	797

Other funds holding CLPT

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stempoint Capital New York $522M AUM 281.95% 1-Year Est. Return

FCM

FirstWave Capital Management Miami, Florida $94.1M AUM

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Centaurus Financial's CLPT Position: Q4 2025 in Review

Centaurus Financial sold out of ClearPoint Neuro (CLPT) in Q4 2025, closing a stake of 8,975 shares — an estimated $196K sold.

Centaurus Financial first reported a position in CLPT in Q3 2025 and held it in 1 quarter. The position peaked at $196K in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q4 2025.

Centaurus Financial reported no remaining ClearPoint Neuro position as of Q4 2025 after selling out during the quarter.
Centaurus Financial sold 8,975 ClearPoint Neuro shares in Q4 2025, an estimated $196K.
Centaurus Financial first reported a position in ClearPoint Neuro in Q3 2025 and held it in 1 quarter.
Centaurus Financial's ClearPoint Neuro position peaked at $196K in Q3 2025.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q4 2025.

Based on Centaurus Financial's 13F filing for Q4 2025, filed 13 Feb 2026.