Creative Planning
LWLG icon

Creative Planning’s Lightwave Logic LWLG Stock Holding History

Creative Planning’s Portfolio LWLG Stock Details LWLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$107K Buy
+21,426
New +$133K ﹤0.01% 4121
2025
Q2 		– Sell
-46,448
Closed -$47.6K – 3752
2025
Q1 		$47.6K Buy
46,448
+35,391
+320% +$55.2K ﹤0.01% 3351
2024
Q4 		$23.2K Sell
11,057
-10,549
-49% -$30.2K ﹤0.01% 3323
2024
Q3 		$59.6K Buy
+21,606
New +$64.9K ﹤0.01% 3071

Other funds holding LWLG

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return
PTM Wealth Management
PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return
Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return
Solidarity Wealth
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Arizona State Retirement System
Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Creative Planning's LWLG Position: Q3 2026 in Review

Creative Planning opened a new position in Lightwave Logic (LWLG) in Q3 2026: 21,426 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #4121 among its holdings. This is a return to the name: Creative Planning previously reported a position in LWLG as recently as Q1 2025.

Creative Planning first reported a position in LWLG in Q3 2024 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold LWLG as of Q3 2026.

  • Creative Planning held 21,426 shares of Lightwave Logic worth $107K as of Q3 2026.
  • Lightwave Logic was a new Creative Planning position in Q3 2026.
  • Lightwave Logic made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4121 holding.
  • Creative Planning first reported a position in Lightwave Logic in Q3 2024 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Lightwave Logic as of Q3 2026.

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