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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's LWLG Position: Q2 2025 in Review

Creative Planning sold out of Lightwave Logic (LWLG) in Q2 2025, closing a stake of 46,448 shares — an estimated $47.6K sold.

Creative Planning first reported a position in LWLG in Q3 2024 and held it in 3 quarters. The position peaked at $59.6K in Q3 2024. 115 funds tracked by Wall St. Rank hold LWLG as of Q2 2025.

  • Creative Planning reported no remaining Lightwave Logic position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 46,448 Lightwave Logic shares in Q2 2025, an estimated $47.6K.
  • Creative Planning first reported a position in Lightwave Logic in Q3 2024 and held it in 3 quarters.
  • Creative Planning's Lightwave Logic position peaked at $59.6K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Lightwave Logic as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.