Creative Planning
BMEA icon

Creative Planning’s Biomea Fusion BMEA Stock Holding History

Creative Planning’s Portfolio BMEA Stock Details BMEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.4K Hold
12,000
– – ﹤0.01% 4050
2025
Q4 		$14.9K Sell
12,000
-228
-2% -$319 ﹤0.01% 3860
2025
Q3 		$24.7K Sell
12,228
-900
-7% -$1.65K ﹤0.01% 3806
2025
Q2 		$23.6K Buy
13,128
+684
+5% +$1.32K ﹤0.01% 3587
2025
Q1 		$26.5K Buy
12,444
+444
+4% +$1.51K ﹤0.01% 3387
2024
Q4 		$46.6K Hold
12,000
– – ﹤0.01% 3259
2024
Q3 		$121K Hold
12,000
– – ﹤0.01% 2976
2024
Q2 		$54K Buy
+12,000
New +$122K ﹤0.01% 2921

Other funds holding BMEA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $2.85B AUM