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Centric Wealth Management’s CleanSpark CLSK Stock Holding History

Centric Wealth Management’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
Q2 		– Sell
-10,000
Closed -$67.2K – 194
2025
Q1 		$67.2K Hold
10,000
– – 0.02% 175
2024
Q4 		$92.1K Sell
10,000
-10,000
-50% -$121K 0.02% 165
2024
Q3 		$260K Buy
+20,000
New +$254K 0.07% 152

Other funds holding CLSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Centric Wealth Management's CLSK Position: Q2 2025 in Review

Centric Wealth Management sold out of CleanSpark (CLSK) in Q2 2025, closing a stake of 10,000 shares — an estimated $67.2K sold.

Centric Wealth Management first reported a position in CLSK in Q3 2024 and held it in 3 quarters. The position peaked at $260K in Q3 2024. 307 funds tracked by Wall St. Rank hold CLSK as of Q2 2025.

  • Centric Wealth Management reported no remaining CleanSpark position as of Q2 2025 after selling out during the quarter.
  • Centric Wealth Management sold 10,000 CleanSpark shares in Q2 2025, an estimated $67.2K.
  • Centric Wealth Management first reported a position in CleanSpark in Q3 2024 and held it in 3 quarters.
  • Centric Wealth Management's CleanSpark position peaked at $260K in Q3 2024.
  • 307 funds tracked by Wall St. Rank held CleanSpark as of Q2 2025.

Based on Centric Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.