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Lodestone Wealth Management’s ClearPoint Neuro CLPT Stock Holding History

Lodestone Wealth Management’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 		$149K Buy
12,221
+1,123
+10% +$16.9K 0.05% 209
2026
Q2 		$198K Buy
11,098
+5,779
+109% +$72.2K 0.07% 181
2026
Q1 		$48.4K Buy
+5,319
New +$67.2K 0.02% 301

Other funds holding CLPT

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Lodestone Wealth Management's CLPT Position: Q3 2026 in Review

Lodestone Wealth Management increased its ClearPoint Neuro (CLPT) stake by 10% in Q3 2026, buying an estimated $16.9K and bringing the position to 12,221 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #209.

Lodestone Wealth Management first reported a position in CLPT in Q1 2026 and has held it in 3 quarters since. The position peaked at $198K in Q2 2026. 7 funds tracked by Wall St. Rank hold CLPT as of Q3 2026.

  • Lodestone Wealth Management held 12,221 shares of ClearPoint Neuro worth $149K as of Q3 2026.
  • Lodestone Wealth Management bought 1,123 ClearPoint Neuro shares in Q3 2026, an estimated $16.9K.
  • ClearPoint Neuro made up 0.05% of Lodestone Wealth Management's portfolio in Q3 2026, its #209 holding.
  • Lodestone Wealth Management first reported a position in ClearPoint Neuro in Q1 2026 and has held it in 3 quarters since.
  • Lodestone Wealth Management's ClearPoint Neuro position peaked at $198K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.