CoreCap Advisors’s Agilon Health AGL Stock Holding History

CoreCap Advisors’s Portfolio AGL Stock Details AGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$318	Hold	4	–	–	﹤0.01%	2885
2026 Q2	$429	Buy	+4	New	+$262	﹤0.01%	2892
2026 Q1	–	Sell	-5	Closed	-$85	–	2938
2025 Q4	$85	Buy	+5	New	+$97	﹤0.01%	2883
2025 Q3	–	Sell	-9	Closed	-$504	–	2789
2025 Q2	$504	Buy	9 +7	+350%	+$561	﹤0.01%	2509
2025 Q1	$221	Buy	+2	New	+$174	﹤0.01%	2930

Other funds holding AGL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

CoreCap Advisors's AGL Position: Q3 2026 in Review

CoreCap Advisors held its Agilon Health (AGL) position steady in Q3 2026 at 4 shares worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

CoreCap Advisors first reported a position in AGL in Q1 2025 and has held it in 5 quarters since. The position peaked at $504 in Q2 2025. 6 funds tracked by Wall St. Rank hold AGL as of Q3 2026.

CoreCap Advisors held 4 shares of Agilon Health worth $318 as of Q3 2026.
CoreCap Advisors left its Agilon Health share count unchanged in Q3 2026.
Agilon Health made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2885 holding.
CoreCap Advisors first reported a position in Agilon Health in Q1 2025 and has held it in 5 quarters since.
CoreCap Advisors's Agilon Health position peaked at $504 in Q2 2025.
6 funds tracked by Wall St. Rank held Agilon Health as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.