Corient Private Wealth
ZONE

Corient Private Wealth’s CleanCore Solutions ZONE Stock Holding History

Corient Private Wealth’s Portfolio ZONE Stock Details ZONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$585K Sell
1,642,716
-1,642,716
-50% -$558K ﹤0.01% 1950
2025
Q4 		$854K Buy
+3,285,432
New +$2.75M ﹤0.01% 1976
2025
Q3 		– Sell
-67,278
Closed -$163K – 2704
2025
Q2 		$163K Buy
+67,278
New +$136K ﹤0.01% 2269

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