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Valeo Financial Advisors’s CleanSpark CLSK Stock Holding History

Valeo Financial Advisors’s Portfolio CLSK Stock Details CLSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,337
Closed -$89.6K – 788
2025
Q1 		$89.6K Buy
+13,337
New +$126K ﹤0.01% 663
2020
Q4 		– Sell
-40
Closed – – 1694
2020
Q3 		$0 Buy
+40
New +$338 ﹤0.01% 1685

Other funds holding CLSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valeo Financial Advisors's CLSK Position: Q2 2025 in Review

Valeo Financial Advisors sold out of CleanSpark (CLSK) in Q2 2025, closing a stake of 13,337 shares — an estimated $89.6K sold.

Valeo Financial Advisors first reported a position in CLSK in Q3 2020 and held it in 2 quarters. The position peaked at $89.6K in Q1 2025. 307 funds tracked by Wall St. Rank hold CLSK as of Q2 2025.

  • Valeo Financial Advisors reported no remaining CleanSpark position as of Q2 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 13,337 CleanSpark shares in Q2 2025, an estimated $89.6K.
  • Valeo Financial Advisors first reported a position in CleanSpark in Q3 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's CleanSpark position peaked at $89.6K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held CleanSpark as of Q2 2025.

Based on Valeo Financial Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.