Rinkey Investments’s ClearPoint Neuro CLPT Stock Holding History

Rinkey Investments’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
2025 Q3	–	Sell	-10,190	Closed	-$122K	–	127
2025 Q2	$122K	Sell	10,190 -1,273	-11%	-$16K	0.04%	99
2025 Q1	$136K	Buy	+11,463	New	+$178K	0.04%	94
2024 Q3	–	Sell	-57,015	Closed	-$307K	–	83
2024 Q2	$307K	Buy	+57,015	New	+$330K	0.11%	59

Other funds holding CLPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BCM

Boone Capital Management Atlanta, Georgia $326M AUM 86.31% 1-Year Est. Return

Rinkey Investments's CLPT Position: Q3 2025 in Review

Rinkey Investments sold out of ClearPoint Neuro (CLPT) in Q3 2025, closing a stake of 10,190 shares — an estimated $122K sold.

Rinkey Investments first reported a position in CLPT in Q2 2024 and held it in 3 quarters. The position peaked at $307K in Q2 2024. 107 funds tracked by Wall St. Rank hold CLPT as of Q3 2025.

Rinkey Investments reported no remaining ClearPoint Neuro position as of Q3 2025 after selling out during the quarter.
Rinkey Investments sold 10,190 ClearPoint Neuro shares in Q3 2025, an estimated $122K.
Rinkey Investments first reported a position in ClearPoint Neuro in Q2 2024 and held it in 3 quarters.
Rinkey Investments's ClearPoint Neuro position peaked at $307K in Q2 2024.
107 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2025.

Based on Rinkey Investments's 13F filing for Q3 2025, filed 14 Nov 2025.