Creative Planning’s Alamos Gold AGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.03M | Buy |
33,801
+2,422
| +8% | +$98.1K | ﹤0.01% | 2620 |
|
|
2026
Q1 | $1.39M | Buy |
31,379
+2,584
| +9% | +$114K | ﹤0.01% | 2196 |
|
|
2025
Q4 | $1.11M | Buy |
28,795
+126
| +0.4% | +$4.39K | ﹤0.01% | 2196 |
|
|
2025
Q3 | $999K | Sell |
28,669
-12,657
| -31% | -$362K | ﹤0.01% | 2113 |
|
|
2025
Q2 | $1.1M | Buy |
41,326
+12,060
| +41% | +$322K | ﹤0.01% | 1777 |
|
|
2025
Q1 | $783K | Sell |
29,266
-1,290
| -4% | -$29.1K | ﹤0.01% | 1915 |
|
|
2024
Q4 | $563K | Buy |
30,556
+3,080
| +11% | +$59.5K | ﹤0.01% | 2116 |
|
|
2024
Q3 | $548K | Buy |
27,476
+15,113
| +122% | +$277K | ﹤0.01% | 2022 |
|
|
2024
Q2 | $194K | Buy |
12,363
+569
| +5% | +$8.91K | ﹤0.01% | 2681 |
|
|
2024
Q1 | $174K | Sell |
11,794
-3,996
| -25% | -$50.5K | ﹤0.01% | 2606 |
|
|
2023
Q4 | $213K | Sell |
15,790
-100
| -0.6% | -$1.31K | ﹤0.01% | 2372 |
|
|
2023
Q3 | $179K | Buy |
15,890
+100
| +0.6% | +$1.2K | ﹤0.01% | 2268 |
|
|
2023
Q2 | $188K | Sell |
15,790
-10
| -0.1% | -$127 | ﹤0.01% | 2232 |
|
|
2023
Q1 | $193K | Sell |
15,800
-488
| -3% | -$5.29K | ﹤0.01% | 2139 |
|
|
2022
Q4 | $165K | Buy |
+16,288
| New | +$143K | ﹤0.01% | 2062 |
|
|
2021
Q1 | – | Sell |
-20,560
| Closed | -$180K | – | 2607 |
|
|
2020
Q4 | $180K | Sell |
20,560
-100
| -0.5% | -$888 | ﹤0.01% | 1938 |
|
|
2020
Q3 | $182K | Sell |
20,660
-500
| -2% | -$5.04K | ﹤0.01% | 1701 |
|
|
2020
Q2 | $198K | Buy |
+21,160
| New | +$163K | ﹤0.01% | 1535 |
|
|
2017
Q3 | – | Sell |
-1,644
| Closed | -$12K | – | 1916 |
|
|
2017
Q2 | $12K | Sell |
1,644
-4,157
| -72% | -$29.6K | ﹤0.01% | 3493 |
|
|
2017
Q1 | $47K | Buy |
5,801
+3,270
| +129% | +$26K | ﹤0.01% | 2516 |
|
|
2016
Q4 | $17K | Sell |
2,531
-760
| -23% | -$5.34K | ﹤0.01% | 3163 |
|
|
2016
Q3 | $27K | Buy |
3,291
+203
| +7% | +$1.77K | ﹤0.01% | 2822 |
|
|
2016
Q2 | $27K | Buy |
3,088
+3,033
| +5,515% | +$20.8K | ﹤0.01% | 2565 |
|
|
2016
Q1 | $0 | Hold |
55
| – | – | ﹤0.01% | 4301 |
|
|
2015
Q4 | $0 | Sell |
55
-1
| -2% | -$4 | ﹤0.01% | 4385 |
|
|
2015
Q3 | $0 | Buy |
+56
| New | +$224 | ﹤0.01% | 4284 |
|
|
2014
Q2 | – | Sell |
-500
| Closed | -$5K | – | 3755 |
|
|
2014
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 3055 |
|
|
2013
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 2754 |
|
|
2013
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 2540 |
|
|
2013
Q2 | $6K | Buy |
+500
| New | +$6.54K | ﹤0.01% | 2459 |
|
Other funds holding AGI
Creative Planning's AGI Position: Q2 2026 in Review
Creative Planning increased its Alamos Gold (AGI) stake by 7.7% in Q2 2026, buying an estimated $98.1K and bringing the position to 33,801 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2620.
Creative Planning first reported a position in AGI in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.39M in Q1 2026. 471 funds tracked by Wall St. Rank hold AGI as of Q2 2026.
- Creative Planning held 33,801 shares of Alamos Gold worth $1.03M as of Q2 2026.
- Creative Planning bought 2,422 Alamos Gold shares in Q2 2026, an estimated $98.1K.
- Alamos Gold made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2620 holding.
- Creative Planning first reported a position in Alamos Gold in Q2 2013 and has held it in 30 quarters since.
- Creative Planning's Alamos Gold position peaked at $1.39M in Q1 2026.
- 471 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.