Creative Planning
COGT icon

Creative Planning’s Cogent Biosciences COGT Stock Holding History

Creative Planning’s Portfolio COGT Stock Details COGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.26M Buy
110,758
+20,853
+23% +$770K ﹤0.01% 1323
2025
Q4 		$3.19M Buy
89,905
+22,167
+33% +$623K ﹤0.01% 1344
2025
Q3 		$973K Buy
67,738
+14,063
+26% +$167K ﹤0.01% 2139
2025
Q2 		$385K Buy
53,675
+43,181
+411% +$239K ﹤0.01% 2690
2025
Q1 		$62.9K Buy
+10,494
New +$82.3K ﹤0.01% 3315
2024
Q4 		– Sell
-14,324
Closed -$155K – 3608
2024
Q3 		$155K Buy
14,324
+3,272
+30% +$31.9K ﹤0.01% 2921
2024
Q2 		$93.2K Buy
+11,052
New +$83.8K ﹤0.01% 2851

Other funds holding COGT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Creative Planning's COGT Position: Q1 2026 in Review

Creative Planning increased its Cogent Biosciences (COGT) stake by 23% in Q1 2026, buying an estimated $770K and bringing the position to 110,758 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Creative Planning first reported a position in COGT in Q2 2024 and has held it in 7 quarters since. 305 funds tracked by Wall St. Rank hold COGT as of Q1 2026.

  • Creative Planning held 110,758 shares of Cogent Biosciences worth $4.26M as of Q1 2026.
  • Creative Planning bought 20,853 Cogent Biosciences shares in Q1 2026, an estimated $770K.
  • Cogent Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1323 holding.
  • Creative Planning first reported a position in Cogent Biosciences in Q2 2024 and has held it in 7 quarters since.
  • 305 funds tracked by Wall St. Rank held Cogent Biosciences as of Q1 2026.

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