Creative Planning
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Creative Planning’s Agenus AGEN Stock Holding History

Creative Planning’s Portfolio AGEN Stock Details AGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$344K Buy
+34,652
New +$239K ﹤0.01% 3559
2023
Q4 		– Sell
-820
Closed -$18.5K – 2755
2023
Q3 		$18.5K Buy
+820
New +$23.2K ﹤0.01% 2596
2023
Q1 		– Sell
-839
Closed -$39.5K – 2650
2022
Q4 		$39.5K Buy
+839
New +$42.6K ﹤0.01% 2253
2017
Q3 		– Sell
-120
Closed -$9K – 1915
2017
Q2 		$9K Buy
120
+48
+67% +$3.38K ﹤0.01% 3672
2017
Q1 		$5K Buy
72
+12
+20% +$951 ﹤0.01% 3930
2016
Q4 		$5K Sell
60
-3,311
-98% -$325K ﹤0.01% 3925
2016
Q3 		$475K Buy
3,371
+101
+3% +$11.6K ﹤0.01% 925
2016
Q2 		$260K Buy
3,270
+90
+3% +$7.02K ﹤0.01% 1120
2016
Q1 		$260K Sell
3,180
-509
-14% -$34.3K ﹤0.01% 1088
2015
Q4 		$329K Buy
3,689
+51
+1% +$4.67K ﹤0.01% 947
2015
Q3 		$328K Sell
3,638
-2,005
-36% -$297K ﹤0.01% 922
2015
Q2 		$956K Buy
5,643
+5,587
+9,977% +$793K 0.01% 484
2015
Q1 		$6K Sell
56
-123
-69% -$12.3K ﹤0.01% 3445
2014
Q4 		$14K Hold
179
– – ﹤0.01% 2892
2014
Q3 		$11K Buy
+179
New +$11.2K ﹤0.01% 2878
2014
Q2 		– Sell
-112
Closed -$7K – 3754
2014
Q1 		$7K Buy
+112
New +$7.78K ﹤0.01% 2905

Other funds holding AGEN

STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Claro Advisors
Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Creative Planning's AGEN Position: Q3 2026 in Review

Creative Planning opened a new position in Agenus (AGEN) in Q3 2026: 34,652 shares worth $344K. The stake represents ﹤0.01% of the portfolio and ranks #3559 among its holdings. This is a return to the name: Creative Planning previously reported a position in AGEN as recently as Q3 2023.

Creative Planning first reported a position in AGEN in Q1 2014 and has held it in 16 quarters since. The position peaked at $956K in Q2 2015. 26 funds tracked by Wall St. Rank hold AGEN as of Q3 2026.

  • Creative Planning held 34,652 shares of Agenus worth $344K as of Q3 2026.
  • Agenus was a new Creative Planning position in Q3 2026.
  • Agenus made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3559 holding.
  • Creative Planning first reported a position in Agenus in Q1 2014 and has held it in 16 quarters since.
  • Creative Planning's Agenus position peaked at $956K in Q2 2015.
  • 26 funds tracked by Wall St. Rank held Agenus as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.