Creative Planning’s Niagen Bioscience NAGE Stock Holding History

Creative Planning’s Portfolio NAGE Stock Details NAGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.2K	Sell	18,254 -64,283	-78%	-$261K	﹤0.01%	4104
2026 Q1	$364K	Buy	82,537 +41,901	+103%	+$226K	﹤0.01%	3275
2025 Q4	$258K	Sell	40,636 -11,345	-22%	-$78.9K	﹤0.01%	3350
2025 Q3	$485K	Buy	51,981 +5,559	+12%	+$56.1K	﹤0.01%	2751
2025 Q2	$669K	Buy	+46,422	New	+$458K	﹤0.01%	2208
2019 Q1	–	Sell	-10,001	Closed	-$34K	–	2102
2018 Q4	$34K	Sell	10,001 -200	-2%	-$695	﹤0.01%	1751
2018 Q3	$44K	Buy	10,201 +200	+2%	+$860	﹤0.01%	1894
2018 Q2	$37K	Sell	10,001 -818	-8%	-$3.11K	﹤0.01%	1872
2018 Q1	$45K	Hold	10,819	–	–	﹤0.01%	1827
2017 Q4	$64K	Sell	10,819 -9,000	-45%	-$48.6K	﹤0.01%	1785
2017 Q3	$85K	Buy	19,819 +818	+4%	+$2.99K	﹤0.01%	1734
2017 Q2	$73K	Hold	19,001	–	–	﹤0.01%	2217
2017 Q1	$51K	Hold	19,001	–	–	﹤0.01%	2468
2016 Q4	$63K	Hold	19,001	–	–	﹤0.01%	2205
2016 Q3	$57K	Hold	19,001	–	–	﹤0.01%	2263
2016 Q2	$79K	Buy	+19,001	New	+$89.9K	﹤0.01%	1822

Other funds holding NAGE

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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's NAGE Position: Q2 2026 in Review

Creative Planning reduced its Niagen Bioscience (NAGE) stake by 78% in Q2 2026, selling an estimated $261K and leaving 18,254 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4104.

Creative Planning first reported a position in NAGE in Q2 2016 and has held it in 16 quarters since. The position peaked at $669K in Q2 2025. 140 funds tracked by Wall St. Rank hold NAGE as of Q2 2026.

Creative Planning held 18,254 shares of Niagen Bioscience worth $58.2K as of Q2 2026.
Creative Planning sold 64,283 Niagen Bioscience shares in Q2 2026, an estimated $261K.
Niagen Bioscience made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4104 holding.
Creative Planning first reported a position in Niagen Bioscience in Q2 2016 and has held it in 16 quarters since.
Creative Planning's Niagen Bioscience position peaked at $669K in Q2 2025.
140 funds tracked by Wall St. Rank held Niagen Bioscience as of Q2 2026.

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