Creative Planning’s Elicio Therapeutics ELTX Stock Holding History

Creative Planning’s Portfolio ELTX Stock Details ELTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.3K	Buy	+10,606	New	+$29.4K	﹤0.01%	4269

Other funds holding ELTX

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Creative Planning's ELTX Position: Q3 2026 in Review

Creative Planning opened a new position in Elicio Therapeutics (ELTX) in Q3 2026: 10,606 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #4269 among its holdings.

20 funds tracked by Wall St. Rank hold ELTX as of Q3 2026.

Creative Planning held 10,606 shares of Elicio Therapeutics worth $19.3K as of Q3 2026.
Elicio Therapeutics was a new Creative Planning position in Q3 2026.
Elicio Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4269 holding.
20 funds tracked by Wall St. Rank held Elicio Therapeutics as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.