Creative Planning
CGTX icon

Creative Planning’s Cognition Therapeutics CGTX Stock Holding History

Creative Planning’s Portfolio CGTX Stock Details CGTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.9K Buy
30,204
+200
+0.7% +$233 ﹤0.01% 4043
2025
Q4 		$40.5K Hold
30,004
– – ﹤0.01% 3819
2025
Q3 		$40.5K Buy
30,004
+8,000
+36% +$10.9K ﹤0.01% 3775
2025
Q2 		$6.82K Buy
22,004
+12,000
+120% +$4.05K ﹤0.01% 3636
2025
Q1 		$4.21K Buy
+10,004
New +$5.88K ﹤0.01% 3446

Other funds holding CGTX

BCM
BIOS Capital Management Fort Worth, Texas $52.9M AUM 30.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return

Creative Planning's CGTX Position: Q1 2026 in Review

Creative Planning increased its Cognition Therapeutics (CGTX) stake by 0.67% in Q1 2026, buying an estimated $233 and bringing the position to 30,204 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4043.

Creative Planning first reported a position in CGTX in Q1 2025 and has held it in 5 quarters since. The position peaked at $40.5K in Q4 2025. 75 funds tracked by Wall St. Rank hold CGTX as of Q1 2026.

  • Creative Planning held 30,204 shares of Cognition Therapeutics worth $22.9K as of Q1 2026.
  • Creative Planning bought 200 Cognition Therapeutics shares in Q1 2026, an estimated $233.
  • Cognition Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4043 holding.
  • Creative Planning first reported a position in Cognition Therapeutics in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's Cognition Therapeutics position peaked at $40.5K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Cognition Therapeutics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.