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Capital Planning’s SpaceX SPCX Stock Holding History

Capital Planning’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.48M Buy
+9,806
New +$1.36M 0.39% 32

Other funds holding SPCX

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMG
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return
CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Capital Planning's SPCX Position: Q3 2026 in Review

Capital Planning opened a new position in SpaceX (SPCX) in Q3 2026: 9,806 shares worth $1.48M. The stake represents 0.39% of the portfolio and ranks #32 among its holdings.

438 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Capital Planning held 9,806 shares of SpaceX worth $1.48M as of Q3 2026.
  • SpaceX was a new Capital Planning position in Q3 2026.
  • SpaceX made up 0.39% of Capital Planning's portfolio in Q3 2026, its #32 holding.
  • 438 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.