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 Q2	$528K	Hold	128,366	–	–	﹤0.01%	3139
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 $2.13B AUM 758.65% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

BCM

BIOS Capital Management Fort Worth, Texas $41.7M AUM 34.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BCM

Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

TECP

Trails Edge Capital Partners Atlanta, Georgia $630M AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Creative Planning's IRD Position: Q2 2026 in Review

Creative Planning held its Opus Genetics (IRD) position steady in Q2 2026 at 128,366 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #3139.

Creative Planning first reported a position in IRD in Q3 2014 and has held it in 16 quarters since. The position peaked at $584K in Q1 2026. 103 funds tracked by Wall St. Rank hold IRD as of Q2 2026.

Creative Planning held 128,366 shares of Opus Genetics worth $528K as of Q2 2026.
Creative Planning left its Opus Genetics share count unchanged in Q2 2026.
Opus Genetics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3139 holding.
Creative Planning first reported a position in Opus Genetics in Q3 2014 and has held it in 16 quarters since.
Creative Planning's Opus Genetics position peaked at $584K in Q1 2026.
103 funds tracked by Wall St. Rank held Opus Genetics as of Q2 2026.

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