Creative Planning
BIOA

Creative Planning’s BioAge Labs BIOA Stock Holding History

Creative Planning’s Portfolio BIOA Stock Details BIOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$454K Sell
18,535
-6,786
-27% -$123K ﹤0.01% 3259
2026
Q1 		$443K Buy
+25,321
New +$488K ﹤0.01% 3119

Other funds holding BIOA

ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Creative Planning's BIOA Position: Q2 2026 in Review

Creative Planning reduced its BioAge Labs (BIOA) stake by 27% in Q2 2026, selling an estimated $123K and leaving 18,535 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #3259.

Creative Planning first reported a position in BIOA in Q1 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold BIOA as of Q2 2026.

  • Creative Planning held 18,535 shares of BioAge Labs worth $454K as of Q2 2026.
  • Creative Planning sold 6,786 BioAge Labs shares in Q2 2026, an estimated $123K.
  • BioAge Labs made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3259 holding.
  • Creative Planning first reported a position in BioAge Labs in Q1 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held BioAge Labs as of Q2 2026.

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