WANY
ZONE

Wealthspire Advisors (New York)’s CleanCore Solutions ZONE Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ZONE Stock Details ZONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30,000
Closed -$72.9K – 3075
2025
Q2 		$72.9K Sell
30,000
-61,854
-67% -$125K ﹤0.01% 830
2025
Q1 		$87.2K Buy
91,854
+16,854
+22% +$19.5K ﹤0.01% 767
2024
Q4 		$96.8K Buy
+75,000
New +$110K ﹤0.01% 768

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ECM
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Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCP
Sender Company & Partners New York $165M AUM 34.66% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
LP
Longaeva Partners Chicago, Illinois $2.7B AUM 37.16% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s ZONE Position: Q3 2025 in Review

Wealthspire Advisors (New York) sold out of CleanCore Solutions (ZONE) in Q3 2025, closing a stake of 30,000 shares — an estimated $72.9K sold.

Wealthspire Advisors (New York) first reported a position in ZONE in Q4 2024 and held it in 3 quarters. The position peaked at $96.8K in Q4 2024. 33 funds tracked by Wall St. Rank hold ZONE as of Q3 2025.

  • Wealthspire Advisors (New York) reported no remaining CleanCore Solutions position as of Q3 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 30,000 CleanCore Solutions shares in Q3 2025, an estimated $72.9K.
  • Wealthspire Advisors (New York) first reported a position in CleanCore Solutions in Q4 2024 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s CleanCore Solutions position peaked at $96.8K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held CleanCore Solutions as of Q3 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2025, filed 14 Nov 2025.