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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
Q1 		$48.4K Buy
+5,319
New +$67.2K 0.02% 301

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VCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lodestone Wealth Management's CLPT Position: Q1 2026 in Review

Lodestone Wealth Management opened a new position in ClearPoint Neuro (CLPT) in Q1 2026: 5,319 shares worth $48.4K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings.

118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

  • Lodestone Wealth Management held 5,319 shares of ClearPoint Neuro worth $48.4K as of Q1 2026.
  • ClearPoint Neuro was a new Lodestone Wealth Management position in Q1 2026.
  • ClearPoint Neuro made up 0.02% of Lodestone Wealth Management's portfolio in Q1 2026, its #301 holding.
  • 118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.