Creative Planning
CGEM icon

Creative Planning’s Cullinan Oncology CGEM Stock Holding History

Creative Planning’s Portfolio CGEM Stock Details CGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.57M Buy
86,458
+26,484
+44% +$393K ﹤0.01% 2290
2026
Q1 		$852K Buy
59,974
+20,084
+50% +$258K ﹤0.01% 2582
2025
Q4 		$413K Buy
39,890
+12,514
+46% +$113K ﹤0.01% 3005
2025
Q3 		$162K Sell
27,376
-14,347
-34% -$105K ﹤0.01% 3555
2025
Q2 		$314K Buy
41,723
+28,773
+222% +$231K ﹤0.01% 2862
2025
Q1 		$98K Buy
+12,950
New +$124K ﹤0.01% 3257

Other funds holding CGEM

MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

Creative Planning's CGEM Position: Q2 2026 in Review

Creative Planning increased its Cullinan Oncology (CGEM) stake by 44% in Q2 2026, buying an estimated $393K and bringing the position to 86,458 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Creative Planning first reported a position in CGEM in Q1 2025 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold CGEM as of Q2 2026.

  • Creative Planning held 86,458 shares of Cullinan Oncology worth $1.57M as of Q2 2026.
  • Creative Planning bought 26,484 Cullinan Oncology shares in Q2 2026, an estimated $393K.
  • Cullinan Oncology made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2290 holding.
  • Creative Planning first reported a position in Cullinan Oncology in Q1 2025 and has held it in 6 quarters since.
  • 184 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2026.

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