Gen-Wealth Partners’s Clear Secure YOU Stock Holding History

Gen-Wealth Partners’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
2024 Q4	–	Sell	-1,980	Closed	-$74.2K	–	687
2024 Q3	$74.2K	Buy	+1,980	New	+$51.1K	0.03%	334

Other funds holding YOU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Gen-Wealth Partners's YOU Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Clear Secure (YOU) in Q4 2024, closing a stake of 1,980 shares — an estimated $74.2K sold.

Gen-Wealth Partners first reported a position in YOU in Q3 2024 and held it in 1 quarter. The position peaked at $74.2K in Q3 2024. 306 funds tracked by Wall St. Rank hold YOU as of Q4 2024.

Gen-Wealth Partners reported no remaining Clear Secure position as of Q4 2024 after selling out during the quarter.
Gen-Wealth Partners sold 1,980 Clear Secure shares in Q4 2024, an estimated $74.2K.
Gen-Wealth Partners first reported a position in Clear Secure in Q3 2024 and held it in 1 quarter.
Gen-Wealth Partners's Clear Secure position peaked at $74.2K in Q3 2024.
306 funds tracked by Wall St. Rank held Clear Secure as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.