Creative Planning
NAGE

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return