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Castle Rock Wealth Management’s SpaceX SPCX Stock Holding History

Castle Rock Wealth Management’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.84M Buy
22,357
+7,696
+52% +$1.07M 0.72% 32
2026
Q2 		$2.31M Buy
+14,661
New +$2.49M 0.45% 67

Other funds holding SPCX

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMG
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return
CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Castle Rock Wealth Management's SPCX Position: Q3 2026 in Review

Castle Rock Wealth Management increased its SpaceX (SPCX) stake by 52% in Q3 2026, buying an estimated $1.07M and bringing the position to 22,357 shares worth $3.84M. The position accounts for 0.72% of the portfolio, ranked #32.

Castle Rock Wealth Management first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 367 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Castle Rock Wealth Management held 22,357 shares of SpaceX worth $3.84M as of Q3 2026.
  • Castle Rock Wealth Management bought 7,696 SpaceX shares in Q3 2026, an estimated $1.07M.
  • SpaceX made up 0.72% of Castle Rock Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Castle Rock Wealth Management first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 367 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.