GFWA
CMPS

Grey Fox Wealth Advisors’s Compass Pathways CMPS Stock Holding History

Grey Fox Wealth Advisors’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
2025
Q4 		– Sell
-40
Closed -$229 – 217
2025
Q3 		$229 Buy
+40
New +$180 ﹤0.01% 624
2023
Q2 		– Sell
-27
Closed -$268 – 178
2023
Q1 		$268 Buy
+27
New +$249 ﹤0.01% 508

Other funds holding CMPS

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $572M AUM 67.49% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Grey Fox Wealth Advisors's CMPS Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Compass Pathways (CMPS) in Q4 2025, closing a stake of 40 shares — an estimated $229 sold.

Grey Fox Wealth Advisors first reported a position in CMPS in Q1 2023 and held it in 2 quarters. The position peaked at $268 in Q1 2023. 168 funds tracked by Wall St. Rank hold CMPS as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Compass Pathways position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 40 Compass Pathways shares in Q4 2025, an estimated $229.
  • Grey Fox Wealth Advisors first reported a position in Compass Pathways in Q1 2023 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Compass Pathways position peaked at $268 in Q1 2023.
  • 168 funds tracked by Wall St. Rank held Compass Pathways as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.