GWSA
CMPS

Global Wealth Strategies & Associates’s Compass Pathways CMPS Stock Holding History

Global Wealth Strategies & Associates’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12
Closed -$66 – 162
2026
Q1 		$66 Hold
12
– – ﹤0.01% 526
2025
Q4 		$83 Hold
12
– – ﹤0.01% 528
2025
Q3 		$69 Hold
12
– – ﹤0.01% 479
2025
Q2 		$34 Buy
+12
New +$45 ﹤0.01% 375

Other funds holding CMPS

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Global Wealth Strategies & Associates's CMPS Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Compass Pathways (CMPS) in Q2 2026, closing a stake of 12 shares — an estimated $66 sold.

Global Wealth Strategies & Associates first reported a position in CMPS in Q2 2025 and held it in 4 quarters. The position peaked at $83 in Q4 2025. 21 funds tracked by Wall St. Rank hold CMPS as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Compass Pathways position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 12 Compass Pathways shares in Q2 2026, an estimated $66.
  • Global Wealth Strategies & Associates first reported a position in Compass Pathways in Q2 2025 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's Compass Pathways position peaked at $83 in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Compass Pathways as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.