Creative Planning
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Creative Planning’s BillionToOne Inc BLLN Stock Holding History

Creative Planning’s Portfolio BLLN Stock Details BLLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.21M Buy
+11,337
New +$1.27M ﹤0.01% 2602

Other funds holding BLLN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
NTIC
Napean Trading & Investment Company Singapore $232M AUM 24.75% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning's BLLN Position: Q3 2026 in Review

Creative Planning opened a new position in BillionToOne Inc (BLLN) in Q3 2026: 11,337 shares worth $1.21M. The stake represents ﹤0.01% of the portfolio and ranks #2602 among its holdings.

47 funds tracked by Wall St. Rank hold BLLN as of Q3 2026.

  • Creative Planning held 11,337 shares of BillionToOne Inc worth $1.21M as of Q3 2026.
  • BillionToOne Inc was a new Creative Planning position in Q3 2026.
  • BillionToOne Inc made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #2602 holding.
  • 47 funds tracked by Wall St. Rank held BillionToOne Inc as of Q3 2026.

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