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
Q2 		$25.5K Sell
22,200
-8,004
-26% -$9.47K ﹤0.01% 4176
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 $41.7M AUM 34.92% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.17B AUM 42.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return

Creative Planning's CGTX Position: Q2 2026 in Review

Creative Planning reduced its Cognition Therapeutics (CGTX) stake by 26% in Q2 2026, selling an estimated $9.47K and leaving 22,200 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4176.

Creative Planning first reported a position in CGTX in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.5K in Q4 2025. 66 funds tracked by Wall St. Rank hold CGTX as of Q2 2026.

  • Creative Planning held 22,200 shares of Cognition Therapeutics worth $25.5K as of Q2 2026.
  • Creative Planning sold 8,004 Cognition Therapeutics shares in Q2 2026, an estimated $9.47K.
  • Cognition Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4176 holding.
  • Creative Planning first reported a position in Cognition Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • Creative Planning's Cognition Therapeutics position peaked at $40.5K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Cognition Therapeutics as of Q2 2026.

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