Clearstead Advisors’s CitroTech Inc CITR Stock Holding History

Clearstead Advisors’s Portfolio CITR Stock Details CITR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.63K	Hold	1,000	–	–	﹤0.01%	1628
2025 Q4	$8.08K	Buy	+1,000	New	+$7.87K	﹤0.01%	1928

Other funds holding CITR

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

LTM

Lotus Technology Management Orlando, Florida $27M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T3 Companies New York $93.7M AUM

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

Clearstead Advisors's CITR Position: Q1 2026 in Review

Clearstead Advisors held its CitroTech Inc (CITR) position steady in Q1 2026 at 1,000 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Clearstead Advisors first reported a position in CITR in Q4 2025 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold CITR as of Q1 2026.

Clearstead Advisors held 1,000 shares of CitroTech Inc worth $8.63K as of Q1 2026.
Clearstead Advisors left its CitroTech Inc share count unchanged in Q1 2026.
CitroTech Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1628 holding.
Clearstead Advisors first reported a position in CitroTech Inc in Q4 2025 and has held it in 2 quarters since.
20 funds tracked by Wall St. Rank held CitroTech Inc as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.