Simplicity Wealth’s Veru VERU Stock Holding History

Simplicity Wealth’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	-1,351	Closed	-$7.86K	–	744
2025 Q2	$7.86K	Hold	1,351	–	–	﹤0.01%	585
2025 Q1	$6.62K	Buy	+1,351	New	+$8.38K	﹤0.01%	560

Other funds holding VERU

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 New York $240B AUM 35.51% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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 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

Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return

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

Simplicity Wealth's VERU Position: Q3 2025 in Review

Simplicity Wealth sold out of Veru (VERU) in Q3 2025, closing a stake of 1,351 shares — an estimated $7.86K sold.

Simplicity Wealth first reported a position in VERU in Q1 2025 and held it in 2 quarters. The position peaked at $7.86K in Q2 2025. 65 funds tracked by Wall St. Rank hold VERU as of Q3 2025.

Simplicity Wealth reported no remaining Veru position as of Q3 2025 after selling out during the quarter.
Simplicity Wealth sold 1,351 Veru shares in Q3 2025, an estimated $7.86K.
Simplicity Wealth first reported a position in Veru in Q1 2025 and held it in 2 quarters.
Simplicity Wealth's Veru position peaked at $7.86K in Q2 2025.
65 funds tracked by Wall St. Rank held Veru as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.