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Twin Peaks Wealth Advisors’s ClearPoint Neuro CLPT Stock Holding History

Twin Peaks Wealth Advisors’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 		$646 Buy
+71
New +$896 ﹤0.01% 1989

Other funds holding CLPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Twin Peaks Wealth Advisors's CLPT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in ClearPoint Neuro (CLPT) in Q1 2026: 71 shares worth $646. The stake represents ﹤0.01% of the portfolio and ranks #1989 among its holdings.

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

  • Twin Peaks Wealth Advisors held 71 shares of ClearPoint Neuro worth $646 as of Q1 2026.
  • ClearPoint Neuro was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • ClearPoint Neuro made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1989 holding.
  • 118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.