GWM
YOU icon

Gilpin Wealth Management’s Clear Secure YOU Stock Holding History

Gilpin 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 		$504 Sell
12
-2
-14% -$96 ﹤0.01% 834
2026
Q2 		$781 Hold
14
– – ﹤0.01% 553
2026
Q1 		$678 Buy
14
+6
+75% +$239 ﹤0.01% 541
2025
Q4 		$281 Buy
+8
New +$272 ﹤0.01% 565

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
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 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

Gilpin Wealth Management's YOU Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Clear Secure (YOU) stake by 14% in Q3 2026, selling an estimated $96 and leaving 12 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Gilpin Wealth Management first reported a position in YOU in Q4 2025 and has held it in 4 quarters since. The position peaked at $781 in Q2 2026. 15 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • Gilpin Wealth Management held 12 shares of Clear Secure worth $504 as of Q3 2026.
  • Gilpin Wealth Management sold 2 Clear Secure shares in Q3 2026, an estimated $96.
  • Clear Secure made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #834 holding.
  • Gilpin Wealth Management first reported a position in Clear Secure in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Clear Secure position peaked at $781 in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

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