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
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 $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return