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Cassaday & Co Wealth Management’s Veru VERU Stock Holding History

Cassaday & Co Wealth Management’s Portfolio VERU Stock Details VERU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,389
Closed -$47.1K – 361
2025
Q3 		$47.1K Buy
+12,389
New +$53.6K ﹤0.01% 342

Other funds holding VERU

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cassaday & Co Wealth Management's VERU Position: Q4 2025 in Review

Cassaday & Co Wealth Management sold out of Veru (VERU) in Q4 2025, closing a stake of 12,389 shares — an estimated $47.1K sold.

Cassaday & Co Wealth Management first reported a position in VERU in Q3 2025 and held it in 1 quarter. The position peaked at $47.1K in Q3 2025. 53 funds tracked by Wall St. Rank hold VERU as of Q4 2025.

  • Cassaday & Co Wealth Management reported no remaining Veru position as of Q4 2025 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 12,389 Veru shares in Q4 2025, an estimated $47.1K.
  • Cassaday & Co Wealth Management first reported a position in Veru in Q3 2025 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Veru position peaked at $47.1K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Veru as of Q4 2025.

Based on Cassaday & Co Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.