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Vermillion & White Wealth Management Group’s ClearPoint Neuro CLPT Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-140
Closed -$1.92K – 156
2025
Q4 		$1.92K Hold
140
– – ﹤0.01% 498
2025
Q3 		$3.05K Hold
140
– – ﹤0.01% 476
2025
Q2 		$1.67K Hold
140
– – ﹤0.01% 474
2025
Q1 		$1.67K Buy
+140
New +$2.18K ﹤0.01% 459

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State Street
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LG
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Goldman Sachs
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UBS Group
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Vermillion & White Wealth Management Group's CLPT Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of ClearPoint Neuro (CLPT) in Q1 2026, closing a stake of 140 shares — an estimated $1.92K sold.

Vermillion & White Wealth Management Group first reported a position in CLPT in Q1 2025 and held it in 4 quarters. The position peaked at $3.05K in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining ClearPoint Neuro position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 140 ClearPoint Neuro shares in Q1 2026, an estimated $1.92K.
  • Vermillion & White Wealth Management Group first reported a position in ClearPoint Neuro in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's ClearPoint Neuro position peaked at $3.05K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.