Lodestone Wealth Management
VERU icon

Lodestone Wealth Management’s Veru VERU Stock Holding History

Lodestone Wealth Management’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
2026
Q3 		$266 Hold
100
– – ﹤0.01% 783
2026
Q2 		$313 Hold
100
– – ﹤0.01% 756
2026
Q1 		$221 Hold
100
– – ﹤0.01% 764
2025
Q4 		$214 Buy
+100
New +$298 ﹤0.01% 778

Other funds holding VERU

Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
Marshall & Sterling Wealth Advisors
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Lodestone Wealth Management's VERU Position: Q3 2026 in Review

Lodestone Wealth Management held its Veru (VERU) position steady in Q3 2026 at 100 shares worth $266. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Lodestone Wealth Management first reported a position in VERU in Q4 2025 and has held it in 4 quarters since. The position peaked at $313 in Q2 2026. 11 funds tracked by Wall St. Rank hold VERU as of Q3 2026.

  • Lodestone Wealth Management held 100 shares of Veru worth $266 as of Q3 2026.
  • Lodestone Wealth Management left its Veru share count unchanged in Q3 2026.
  • Veru made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #783 holding.
  • Lodestone Wealth Management first reported a position in Veru in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Veru position peaked at $313 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Veru as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.