Creative Planning
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Creative Planning’s Kyverna Therapeutics KYTX Stock Holding History

Creative Planning’s Portfolio KYTX Stock Details KYTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$123K Buy
+18,020
New +$142K ﹤0.01% 4097
2024
Q4 		– Sell
-11,028
Closed -$53.9K – 3685
2024
Q3 		$53.9K Buy
+11,028
New +$85K ﹤0.01% 3092

Other funds holding KYTX

ACM
AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Phoenix Wealth Advisors
Phoenix Wealth Advisors Chapel Hill, North Carolina $326M AUM 13.52% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $493M AUM 21.02% 1-Year Est. Return

Creative Planning's KYTX Position: Q3 2026 in Review

Creative Planning opened a new position in Kyverna Therapeutics (KYTX) in Q3 2026: 18,020 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #4097 among its holdings. This is a return to the name: Creative Planning previously reported a position in KYTX as recently as Q3 2024.

Creative Planning first reported a position in KYTX in Q3 2024 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold KYTX as of Q3 2026.

  • Creative Planning held 18,020 shares of Kyverna Therapeutics worth $123K as of Q3 2026.
  • Kyverna Therapeutics was a new Creative Planning position in Q3 2026.
  • Kyverna Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4097 holding.
  • Creative Planning first reported a position in Kyverna Therapeutics in Q3 2024 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.