Creative Planning’s Cognex CGNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.87M | Buy |
119,739
+43,013
| +56% | +$2.01M | ﹤0.01% | 1073 |
|
|
2025
Q4 | $2.76M | Sell |
76,726
-9,403
| -11% | -$381K | ﹤0.01% | 1449 |
|
|
2025
Q3 | $3.9M | Buy |
86,129
+23,604
| +38% | +$955K | ﹤0.01% | 1026 |
|
|
2025
Q2 | $1.98M | Buy |
62,525
+20,587
| +49% | +$590K | ﹤0.01% | 1319 |
|
|
2025
Q1 | $1.25M | Buy |
41,938
+25,868
| +161% | +$911K | ﹤0.01% | 1533 |
|
|
2024
Q4 | $576K | Sell |
16,070
-5,849
| -27% | -$229K | ﹤0.01% | 2094 |
|
|
2024
Q3 | $888K | Buy |
21,919
+512
| +2% | +$21.8K | ﹤0.01% | 1612 |
|
|
2024
Q2 | $1M | Buy |
21,407
+5,081
| +31% | +$223K | ﹤0.01% | 1400 |
|
|
2024
Q1 | $693K | Buy |
16,326
+4,868
| +42% | +$190K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $478K | Sell |
11,458
-1,722
| -13% | -$66.2K | ﹤0.01% | 1741 |
|
|
2023
Q3 | $559K | Sell |
13,180
-1,265
| -9% | -$62.2K | ﹤0.01% | 1490 |
|
|
2023
Q2 | $809K | Sell |
14,445
-134
| -0.9% | -$6.93K | ﹤0.01% | 1246 |
|
|
2023
Q1 | $722K | Buy |
14,579
+44
| +0.3% | +$2.23K | ﹤0.01% | 1251 |
|
|
2022
Q4 | $685K | Buy |
14,535
+2,943
| +25% | +$138K | ﹤0.01% | 1243 |
|
|
2022
Q3 | $480K | Buy |
11,592
+417
| +4% | +$18.9K | ﹤0.01% | 1361 |
|
|
2022
Q2 | $475K | Buy |
11,175
+62
| +0.6% | +$3.48K | ﹤0.01% | 1350 |
|
|
2022
Q1 | $857K | Sell |
11,113
-1,189
| -10% | -$81.4K | ﹤0.01% | 1062 |
|
|
2021
Q4 | $957K | Buy |
12,302
+2,232
| +22% | +$180K | ﹤0.01% | 983 |
|
|
2021
Q3 | $808K | Sell |
10,070
-100
| -1% | -$8.61K | ﹤0.01% | 1048 |
|
|
2021
Q2 | $855K | Sell |
10,170
-1,473
| -13% | -$119K | ﹤0.01% | 1007 |
|
|
2021
Q1 | $966K | Buy |
11,643
+544
| +5% | +$45.3K | ﹤0.01% | 1044 |
|
|
2020
Q4 | $891K | Sell |
11,099
-1,314
| -11% | -$95.5K | ﹤0.01% | 1011 |
|
|
2020
Q3 | $808K | Buy |
12,413
+292
| +2% | +$18.9K | ﹤0.01% | 894 |
|
|
2020
Q2 | $724K | Sell |
12,121
-4,978
| -29% | -$270K | ﹤0.01% | 873 |
|
|
2020
Q1 | $722K | Sell |
17,099
-1,648
| -9% | -$82.5K | ﹤0.01% | 782 |
|
|
2019
Q4 | $1.05M | Sell |
18,747
-1,605
| -8% | -$83K | ﹤0.01% | 769 |
|
|
2019
Q3 | $1M | Buy |
20,352
+2,963
| +17% | +$134K | ﹤0.01% | 760 |
|
|
2019
Q2 | $834K | Sell |
17,389
-1,464
| -8% | -$70.4K | ﹤0.01% | 837 |
|
|
2019
Q1 | $959K | Buy |
18,853
+1,585
| +9% | +$75.9K | ﹤0.01% | 750 |
|
|
2018
Q4 | $668K | Sell |
17,268
-208
| -1% | -$9.02K | ﹤0.01% | 833 |
|
|
2018
Q3 | $976K | Sell |
17,476
-39
| -0.2% | -$2K | ﹤0.01% | 771 |
|
|
2018
Q2 | $781K | Buy |
17,515
+288
| +2% | +$13.6K | ﹤0.01% | 882 |
|
|
2018
Q1 | $896K | Sell |
17,227
-625
| -4% | -$36.9K | ﹤0.01% | 792 |
|
|
2017
Q4 | $1.09M | Buy |
17,852
+844
| +5% | +$53.8K | ﹤0.01% | 689 |
|
|
2017
Q3 | $938K | Buy |
17,008
+3,256
| +24% | +$165K | ﹤0.01% | 750 |
|
|
2017
Q2 | $584K | Buy |
13,752
+5,164
| +60% | +$229K | ﹤0.01% | 941 |
|
|
2017
Q1 | $360K | Sell |
8,588
-2,042
| -19% | -$74.7K | ﹤0.01% | 1163 |
|
|
2016
Q4 | $338K | Buy |
10,630
+2,312
| +28% | +$66.2K | ﹤0.01% | 1134 |
|
|
2016
Q3 | $220K | Buy |
8,318
+980
| +13% | +$23.5K | ﹤0.01% | 1353 |
|
|
2016
Q2 | $158K | Buy |
7,338
+140
| +2% | +$2.82K | ﹤0.01% | 1387 |
|
|
2016
Q1 | $140K | Sell |
7,198
-800
| -10% | -$14K | ﹤0.01% | 1423 |
|
|
2015
Q4 | $135K | Sell |
7,998
-1,950
| -20% | -$34.8K | ﹤0.01% | 1458 |
|
|
2015
Q3 | $171K | Buy |
+9,948
| New | +$198K | ﹤0.01% | 1278 |
|
|
2015
Q2 | – | Sell |
-6,528
| Closed | -$162K | – | 1405 |
|
|
2015
Q1 | $162K | Sell |
6,528
-3,754
| -37% | -$79.8K | ﹤0.01% | 1299 |
|
|
2014
Q4 | $212K | Buy |
10,282
+3,354
| +48% | +$66.8K | ﹤0.01% | 1107 |
|
|
2014
Q3 | $139K | Buy |
6,928
+800
| +13% | +$16.5K | ﹤0.01% | 1266 |
|
|
2014
Q2 | $118K | Sell |
6,128
-402
| -6% | -$7.1K | ﹤0.01% | 1332 |
|
|
2014
Q1 | $111K | Sell |
6,530
-1,046
| -14% | -$19.5K | ﹤0.01% | 1343 |
|
|
2013
Q4 | $145K | Hold |
7,576
| – | – | ﹤0.01% | 1003 |
|
|
2013
Q3 | $119K | Buy |
7,576
+404
| +6% | +$5.65K | ﹤0.01% | 1010 |
|
|
2013
Q2 | $81K | Buy |
+7,172
| New | +$76.2K | ﹤0.01% | 1101 |
|
Other funds holding CGNX
VPM
VCM
DGI
Creative Planning's CGNX Position: Q1 2026 in Review
Creative Planning increased its Cognex (CGNX) stake by 56% in Q1 2026, buying an estimated $2.01M and bringing the position to 119,739 shares worth $5.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1073.
Creative Planning first reported a position in CGNX in Q2 2013 and has held it in 51 quarters since. 569 funds tracked by Wall St. Rank hold CGNX as of Q1 2026.
- Creative Planning held 119,739 shares of Cognex worth $5.87M as of Q1 2026.
- Creative Planning bought 43,013 Cognex shares in Q1 2026, an estimated $2.01M.
- Cognex made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1073 holding.
- Creative Planning first reported a position in Cognex in Q2 2013 and has held it in 51 quarters since.
- 569 funds tracked by Wall St. Rank held Cognex as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.