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Navigoe Wealth Management’s ClearSign Technologies CLIR Stock Holding History

Navigoe Wealth Management’s Portfolio CLIR Stock Details CLIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed – – 171
2025
Q1 		$0 Hold
2
– – ﹤0.01% 164
2024
Q4 		$0 Buy
+2
New +$20 ﹤0.01% 163

Other funds holding CLIR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Navigoe Wealth Management's CLIR Position: Q2 2025 in Review

Navigoe Wealth Management sold out of ClearSign Technologies (CLIR) in Q2 2025, closing a stake of 2 shares.

Navigoe Wealth Management first reported a position in CLIR in Q4 2024 and held it in 2 quarters. The position peaked at $0 in Q1 2025. 37 funds tracked by Wall St. Rank hold CLIR as of Q2 2025.

  • Navigoe Wealth Management reported no remaining ClearSign Technologies position as of Q2 2025 after selling out during the quarter.
  • Navigoe Wealth Management sold 2 ClearSign Technologies shares in Q2 2025.
  • Navigoe Wealth Management first reported a position in ClearSign Technologies in Q4 2024 and held it in 2 quarters.
  • Navigoe Wealth Management's ClearSign Technologies position peaked at $0 in Q1 2025.
  • 37 funds tracked by Wall St. Rank held ClearSign Technologies as of Q2 2025.

Based on Navigoe Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.