Creative Planning’s Opus Genetics IRD Stock Holding History

Creative Planning’s Portfolio IRD Stock Details IRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$584K	Hold	128,366	–	–	﹤0.01%	2900
2025 Q4	$258K	Hold	128,366	–	–	﹤0.01%	3353
2025 Q3	$212K	Buy	+128,366	New	+$159K	﹤0.01%	3432
2017 Q3	–	Sell	-1	Closed	–	–	3791
2017 Q2	$0	Hold	1	–	–	﹤0.01%	4868
2017 Q1	$0	Hold	1	–	–	﹤0.01%	4945
2016 Q4	$0	Hold	1	–	–	﹤0.01%	4880
2016 Q3	$0	Hold	1	–	–	﹤0.01%	4762
2016 Q2	$0	Hold	1	–	–	﹤0.01%	4555
2016 Q1	$0	Sell	1 -59	-98%	-$9.82K	﹤0.01%	4566
2015 Q4	$10K	Hold	60	–	–	﹤0.01%	3320
2015 Q3	$15K	Hold	60	–	–	﹤0.01%	2961
2015 Q2	$18K	Buy	60 +1	+2%	+$340	﹤0.01%	1073
2015 Q1	$21K	Buy	59 +17	+40%	+$6.17K	﹤0.01%	2690
2014 Q4	$14K	Hold	42	–	–	﹤0.01%	2929
2014 Q3	$16K	Buy	+42	New	+$15.1K	﹤0.01%	2681

Other funds holding IRD

Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BCM

BIOS Capital Management Fort Worth, Texas $52.9M AUM 30.51% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Creative Planning's IRD Position: Q1 2026 in Review

Creative Planning held its Opus Genetics (IRD) position steady in Q1 2026 at 128,366 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #2900.

Creative Planning first reported a position in IRD in Q3 2014 and has held it in 15 quarters since. 79 funds tracked by Wall St. Rank hold IRD as of Q1 2026.

Creative Planning held 128,366 shares of Opus Genetics worth $584K as of Q1 2026.
Creative Planning left its Opus Genetics share count unchanged in Q1 2026.
Opus Genetics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2900 holding.
Creative Planning first reported a position in Opus Genetics in Q3 2014 and has held it in 15 quarters since.
79 funds tracked by Wall St. Rank held Opus Genetics as of Q1 2026.

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