Creative Planning
VERU icon

Creative Planning’s Veru VERU Stock Holding History

Creative Planning’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
Q3 		– Sell
-1,439
Closed -$8.37K – 4024
2025
Q2 		$8.37K Hold
1,439
– – ﹤0.01% 3631
2025
Q1 		$7.05K Buy
1,439
+1
+0.1% +$6 ﹤0.01% 3435
2024
Q4 		$9.36K Hold
1,438
– – ﹤0.01% 3389
2024
Q3 		$11.1K Sell
1,438
-80
-5% -$690 ﹤0.01% 3167
2024
Q2 		$12.8K Buy
1,518
+25
+2% +$289 ﹤0.01% 3009
2024
Q1 		$10.5K Buy
1,493
+2
+0.1% +$11 ﹤0.01% 2864
2023
Q4 		$10.7K Sell
1,491
-173
-10% -$1.53K ﹤0.01% 2715
2023
Q3 		$12K Hold
1,664
– – ﹤0.01% 2636
2023
Q2 		$19.8K Sell
1,664
-50
-3% -$586 ﹤0.01% 2508
2023
Q1 		$19.9K Buy
1,714
+242
+16% +$9.8K ﹤0.01% 2407
2022
Q4 		$77.7K Buy
1,472
+33
+2% +$2.72K ﹤0.01% 2183
2022
Q3 		$166K Sell
1,439
-631
-30% -$91K ﹤0.01% 1953
2022
Q2 		$234K Buy
2,070
+214
+12% +$24.8K ﹤0.01% 1788
2022
Q1 		$90K Buy
1,856
+50
+3% +$2.72K ﹤0.01% 2004
2021
Q4 		$106K Buy
1,806
+150
+9% +$11.5K ﹤0.01% 1949
2021
Q3 		$141K Buy
+1,656
New +$131K ﹤0.01% 1909
2021
Q1 		– Sell
-1,302
Closed -$113K – 2732
2020
Q4 		$113K Buy
1,302
+200
+18% +$8.28K ﹤0.01% 2013
2020
Q3 		$29K Sell
1,102
-150
-12% -$4.35K ﹤0.01% 1956
2020
Q2 		$42K Buy
1,252
+150
+14% +$5.16K ﹤0.01% 1776
2020
Q1 		$36K Hold
1,102
– – ﹤0.01% 1674
2019
Q4 		$37K Hold
1,102
– – ﹤0.01% 1846
2019
Q3 		$24K Hold
1,102
– – ﹤0.01% 1848
2019
Q2 		$23K Hold
1,102
– – ﹤0.01% 1880
2019
Q1 		$16K Hold
1,102
– – ﹤0.01% 1853
2018
Q4 		$15K Hold
1,102
– – ﹤0.01% 1811
2018
Q3 		$16K Hold
1,102
– – ﹤0.01% 1965
2018
Q2 		$22K Hold
1,102
– – ﹤0.01% 1906
2018
Q1 		$20K Hold
1,102
– – ﹤0.01% 1888
2017
Q4 		$13K Hold
1,102
– – ﹤0.01% 1876
2017
Q3 		$29K Hold
1,102
– – ﹤0.01% 1817
2017
Q2 		$12K Hold
1,102
– – ﹤0.01% 3531
2017
Q1 		$11K Hold
1,102
– – ﹤0.01% 3544
2016
Q4 		$10K Hold
1,102
– – ﹤0.01% 3567
2016
Q3 		$13K Hold
1,102
– – ﹤0.01% 3346
2016
Q2 		$14K Buy
+1,102
New +$15.1K ﹤0.01% 3031
2015
Q1 		– Sell
-65
Closed -$3K – 4423
2014
Q4 		$3K Hold
65
– – ﹤0.01% 3728
2014
Q3 		$2K Hold
65
– – ﹤0.01% 3707
2014
Q2 		$4K Hold
65
– – ﹤0.01% 3332
2014
Q1 		$5K Buy
+65
New +$4.79K ﹤0.01% 3108

Other funds holding VERU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSIM
Sheets Smith Investment Management Houston, Texas $154M AUM 66.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's VERU Position: Q3 2025 in Review

Creative Planning sold out of Veru (VERU) in Q3 2025, closing a stake of 1,439 shares — an estimated $8.37K sold.

Creative Planning first reported a position in VERU in Q1 2014 and held it in 39 quarters. The position peaked at $234K in Q2 2022. 65 funds tracked by Wall St. Rank hold VERU as of Q3 2025.

  • Creative Planning reported no remaining Veru position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 1,439 Veru shares in Q3 2025, an estimated $8.37K.
  • Creative Planning first reported a position in Veru in Q1 2014 and held it in 39 quarters.
  • Creative Planning's Veru position peaked at $234K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held Veru as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.