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Allworth Financial’s Creative Medical Technology CELZ Stock Holding History

Allworth Financial’s Portfolio CELZ Stock Details CELZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,000
Closed -$13.3K – 5062
2025
Q3 		$13.3K Hold
4,000
– – ﹤0.01% 2956
2025
Q2 		$10.6K Buy
+4,000
New +$8.6K ﹤0.01% 2863

Other funds holding CELZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's CELZ Position: Q4 2025 in Review

Allworth Financial sold out of Creative Medical Technology (CELZ) in Q4 2025, closing a stake of 4,000 shares — an estimated $13.3K sold.

Allworth Financial first reported a position in CELZ in Q2 2025 and held it in 2 quarters. The position peaked at $13.3K in Q3 2025. 14 funds tracked by Wall St. Rank hold CELZ as of Q4 2025.

  • Allworth Financial reported no remaining Creative Medical Technology position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 4,000 Creative Medical Technology shares in Q4 2025, an estimated $13.3K.
  • Allworth Financial first reported a position in Creative Medical Technology in Q2 2025 and held it in 2 quarters.
  • Allworth Financial's Creative Medical Technology position peaked at $13.3K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Creative Medical Technology as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.