CoreCap Advisors’s ClearPoint Neuro CLPT Stock Holding History

CoreCap Advisors’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
2026 Q3	$98.3K	Hold	8,054	–	–	﹤0.01%	1107
2026 Q2	$144K	Hold	8,054	–	–	﹤0.01%	979
2026 Q1	$73.3K	Hold	8,054	–	–	﹤0.01%	1154
2025 Q4	$110K	Hold	8,054	–	–	﹤0.01%	990
2025 Q3	$175K	Hold	8,054	–	–	0.01%	841
2025 Q2	$96.2K	Hold	8,054	–	–	﹤0.01%	992
2025 Q1	$95.8K	Hold	8,054	–	–	﹤0.01%	925
2024 Q4	$124K	Hold	8,054	–	–	0.01%	852
2024 Q3	$90.3K	Hold	8,054	–	–	﹤0.01%	959
2024 Q2	$43.4K	Hold	8,054	–	–	﹤0.01%	697
2024 Q1	$54.8K	Buy	+8,054	New	+$56.3K	﹤0.01%	1070

Other funds holding CLPT

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

CoreCap Advisors's CLPT Position: Q3 2026 in Review

CoreCap Advisors held its ClearPoint Neuro (CLPT) position steady in Q3 2026 at 8,054 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

CoreCap Advisors first reported a position in CLPT in Q1 2024 and has held it in 11 quarters since. The position peaked at $175K in Q3 2025. 7 funds tracked by Wall St. Rank hold CLPT as of Q3 2026.

CoreCap Advisors held 8,054 shares of ClearPoint Neuro worth $98.3K as of Q3 2026.
CoreCap Advisors left its ClearPoint Neuro share count unchanged in Q3 2026.
ClearPoint Neuro made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1107 holding.
CoreCap Advisors first reported a position in ClearPoint Neuro in Q1 2024 and has held it in 11 quarters since.
CoreCap Advisors's ClearPoint Neuro position peaked at $175K in Q3 2025.
7 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.