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Castle Rock Wealth Management’s Clear Secure YOU Stock Holding History

Castle Rock Wealth Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$599K Buy
14,430
+20
+0.1% +$959 0.11% 156
2026
Q2 		$802K Sell
14,410
-104
-0.7% -$5.69K 0.16% 139
2026
Q1 		$745K Buy
14,514
+15
+0.1% +$597 0.16% 133
2025
Q4 		$457K Buy
14,499
+266
+2% +$9.06K 0.1% 167
2025
Q3 		$445K Sell
14,233
-137
-1% -$4.54K 0.1% 167
2025
Q2 		$430K Sell
14,370
-1,608
-10% -$41K 0.1% 168
2025
Q1 		$404K Buy
+15,978
New +$397K 0.11% 160

Other funds holding YOU

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

Castle Rock Wealth Management increased its Clear Secure (YOU) stake by 0.14% in Q3 2026, buying an estimated $959 and bringing the position to 14,430 shares worth $599K. The position accounts for 0.11% of the portfolio, ranked #156.

Castle Rock Wealth Management first reported a position in YOU in Q1 2025 and has held it in 7 quarters since. The position peaked at $802K in Q2 2026. 15 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • Castle Rock Wealth Management held 14,430 shares of Clear Secure worth $599K as of Q3 2026.
  • Castle Rock Wealth Management bought 20 Clear Secure shares in Q3 2026, an estimated $959.
  • Clear Secure made up 0.11% of Castle Rock Wealth Management's portfolio in Q3 2026, its #156 holding.
  • Castle Rock Wealth Management first reported a position in Clear Secure in Q1 2025 and has held it in 7 quarters since.
  • Castle Rock Wealth Management's Clear Secure position peaked at $802K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

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