Creative Planning’s Gossamer Bio GOSS Stock Holding History

Creative Planning’s Portfolio GOSS Stock Details GOSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.3K	Buy	125,627 +80,016	+175%	+$126K	﹤0.01%	3999
2025 Q4	$141K	Buy	45,611 +26,956	+144%	+$76.9K	﹤0.01%	3645
2025 Q3	$49.1K	Buy	+18,655	New	+$41.1K	﹤0.01%	3757
2020 Q4	–	Sell	-13,222	Closed	-$164K	–	2395
2020 Q3	$164K	Buy	+13,222	New	+$175K	﹤0.01%	1727
2020 Q2	–	Sell	-12,000	Closed	-$122K	–	2061
2020 Q1	$122K	Hold	12,000	–	–	﹤0.01%	1491
2019 Q4	$188K	Hold	12,000	–	–	﹤0.01%	1653
2019 Q3	$201K	Hold	12,000	–	–	﹤0.01%	1606
2019 Q2	$266K	Hold	12,000	–	–	﹤0.01%	1444
2019 Q1	$260K	Buy	+12,000	New	+$250K	﹤0.01%	1416

Other funds holding GOSS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KCM

Kalehua Capital Management Dallas, Texas $141M AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AVM

Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

Creative Planning's GOSS Position: Q1 2026 in Review

Creative Planning increased its Gossamer Bio (GOSS) stake by 175% in Q1 2026, buying an estimated $126K and bringing the position to 125,627 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

Creative Planning first reported a position in GOSS in Q1 2019 and has held it in 9 quarters since. The position peaked at $266K in Q2 2019. 184 funds tracked by Wall St. Rank hold GOSS as of Q1 2026.

Creative Planning held 125,627 shares of Gossamer Bio worth $41.3K as of Q1 2026.
Creative Planning bought 80,016 Gossamer Bio shares in Q1 2026, an estimated $126K.
Gossamer Bio made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3999 holding.
Creative Planning first reported a position in Gossamer Bio in Q1 2019 and has held it in 9 quarters since.
Creative Planning's Gossamer Bio position peaked at $266K in Q2 2019.
184 funds tracked by Wall St. Rank held Gossamer Bio as of Q1 2026.

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