Creative Planning
FLGT icon

Creative Planning’s Fulgent Genetics FLGT Stock Holding History

Creative Planning’s Portfolio FLGT Stock Details FLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Sell
12,721
-1,471
-10% -$24.9K ﹤0.01% 3679
2026
Q1 		$226K Sell
14,192
-39,543
-74% -$858K ﹤0.01% 3650
2025
Q4 		$1.41M Buy
53,735
+2,446
+5% +$63.5K ﹤0.01% 2004
2025
Q3 		$1.16M Buy
51,289
+11,268
+28% +$232K ﹤0.01% 1982
2025
Q2 		$796K Buy
40,021
+23,766
+146% +$463K ﹤0.01% 2057
2025
Q1 		$275K Sell
16,255
-15,376
-49% -$262K ﹤0.01% 2836
2024
Q4 		$584K Buy
31,631
+5,632
+22% +$110K ﹤0.01% 2085
2024
Q3 		$565K Buy
25,999
+8,075
+45% +$181K ﹤0.01% 1986
2024
Q2 		$352K Buy
17,924
+6,415
+56% +$134K ﹤0.01% 2228
2024
Q1 		$250K Buy
+11,509
New +$286K ﹤0.01% 2401
2023
Q3 		– Sell
-6,749
Closed -$250K – 2953
2023
Q2 		$250K Sell
6,749
-1,028
-13% -$35.8K ﹤0.01% 2048
2023
Q1 		$243K Buy
7,777
+7,477
+2,492% +$241K ﹤0.01% 1975
2022
Q4 		$8.93K Buy
+300
New +$10.7K ﹤0.01% 2361
2022
Q1 		– Sell
-3,376
Closed -$340K – 2378
2021
Q4 		$340K Buy
3,376
+441
+15% +$38.8K ﹤0.01% 1533
2021
Q3 		$264K Sell
2,935
-2,020
-41% -$184K ﹤0.01% 1672
2021
Q2 		$457K Sell
4,955
-31,411
-86% -$2.51M ﹤0.01% 1332
2021
Q1 		$3.51M Buy
36,366
+17,450
+92% +$1.8M 0.01% 513
2020
Q4 		$986K Buy
+18,916
New +$790K ﹤0.01% 957
2017
Q1 		– Sell
-500
Closed -$6K – 4727
2016
Q4 		$6K Buy
+500
New +$4.72K ﹤0.01% 3845

Other funds holding FLGT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's FLGT Position: Q2 2026 in Review

Creative Planning reduced its Fulgent Genetics (FLGT) stake by 10% in Q2 2026, selling an estimated $24.9K and leaving 12,721 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

Creative Planning first reported a position in FLGT in Q4 2016 and has held it in 19 quarters since. The position peaked at $3.51M in Q1 2021. 142 funds tracked by Wall St. Rank hold FLGT as of Q2 2026.

  • Creative Planning held 12,721 shares of Fulgent Genetics worth $261K as of Q2 2026.
  • Creative Planning sold 1,471 Fulgent Genetics shares in Q2 2026, an estimated $24.9K.
  • Fulgent Genetics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3679 holding.
  • Creative Planning first reported a position in Fulgent Genetics in Q4 2016 and has held it in 19 quarters since.
  • Creative Planning's Fulgent Genetics position peaked at $3.51M in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Fulgent Genetics as of Q2 2026.

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