Creative Planning’s Aeva Technologies AEVA Stock Holding History

Creative Planning’s Portfolio AEVA Stock Details AEVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$415K	Buy	14,452 +3,316	+30%	+$65.3K	﹤0.01%	3331
2026 Q1	$147K	Buy	+11,136	New	+$166K	﹤0.01%	3819
2023 Q1	–	Sell	-2,060	Closed	-$14K	–	2649
2022 Q4	$14K	Buy	+2,060	New	+$18K	﹤0.01%	2332
2021 Q2	–	Sell	-7,001	Closed	-$406K	–	2061
2021 Q1	$406K	Buy	7,001 +3,123	+81%	+$243K	﹤0.01%	1580
2020 Q4	$282K	Buy	+3,878	New	+$224K	﹤0.01%	1668

Other funds holding AEVA

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

CPX

Canaan Partners XI Menlo Park, California $127M AUM 217.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Think Investments San Francisco, California $847M AUM 88.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WDOM

Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Creative Planning's AEVA Position: Q2 2026 in Review

Creative Planning increased its Aeva Technologies (AEVA) stake by 30% in Q2 2026, buying an estimated $65.3K and bringing the position to 14,452 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #3331.

Creative Planning first reported a position in AEVA in Q4 2020 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold AEVA as of Q2 2026.

Creative Planning held 14,452 shares of Aeva Technologies worth $415K as of Q2 2026.
Creative Planning bought 3,316 Aeva Technologies shares in Q2 2026, an estimated $65.3K.
Aeva Technologies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3331 holding.
Creative Planning first reported a position in Aeva Technologies in Q4 2020 and has held it in 5 quarters since.
194 funds tracked by Wall St. Rank held Aeva Technologies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.