Geneos Wealth Management’s CleanSpark CLSK Stock Holding History

Geneos 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 Q4	–	Sell	-60	Closed	-$870	–	2480
2025 Q3	$870	Hold	60	–	–	﹤0.01%	2418
2025 Q2	$662	Buy	+60	New	+$534	﹤0.01%	3070
2025 Q1	–	Sell	-60	Closed	-$553	–	3064
2024 Q4	$553	Hold	60	–	–	﹤0.01%	2873
2024 Q3	$560	Hold	60	–	–	﹤0.01%	2544
2024 Q2	$957	Hold	60	–	–	﹤0.01%	1984
2024 Q1	$1.27K	Hold	60	–	–	﹤0.01%	1975
2023 Q4	$662	Buy	+60	New	+$374	﹤0.01%	2064
2022 Q2	–	Sell	-87	Closed	-$1K	–	2613
2022 Q1	$1K	Buy	+87	New	+$805	﹤0.01%	2621
2021 Q4	–	Sell	-103	Closed	-$1K	–	2784
2021 Q3	$1K	Buy	103 +27	+36%	+$363	﹤0.01%	2717
2021 Q2	$1K	Buy	76 +16	+27%	+$294	﹤0.01%	2734
2021 Q1	$1K	Hold	60	–	–	﹤0.01%	2996
2020 Q4	$1K	Buy	+60	New	+$764	﹤0.01%	2770

Other funds holding CLSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geneos Wealth Management's CLSK Position: Q4 2025 in Review

Geneos Wealth Management sold out of CleanSpark (CLSK) in Q4 2025, closing a stake of 60 shares — an estimated $870 sold.

Geneos Wealth Management first reported a position in CLSK in Q4 2020 and held it in 12 quarters. The position peaked at $1.27K in Q1 2024. 380 funds tracked by Wall St. Rank hold CLSK as of Q4 2025.

Geneos Wealth Management reported no remaining CleanSpark position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 60 CleanSpark shares in Q4 2025, an estimated $870.
Geneos Wealth Management first reported a position in CleanSpark in Q4 2020 and held it in 12 quarters.
Geneos Wealth Management's CleanSpark position peaked at $1.27K in Q1 2024.
380 funds tracked by Wall St. Rank held CleanSpark as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.