Creative Planning’s Nouveau Monde Graphite NMG Stock Holding History

Creative Planning’s Portfolio NMG Stock Details NMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,397	Closed	-$21.7K	–	3761
2025 Q1	$21.7K	Buy	14,397 +809	+6%	+$1.49K	﹤0.01%	3399
2024 Q4	$21.6K	Hold	13,588	–	–	﹤0.01%	3334
2024 Q3	$21.3K	Hold	13,588	–	–	﹤0.01%	3149
2024 Q2	$25.5K	Sell	13,588 -220	-2%	-$456	﹤0.01%	2974
2024 Q1	$31.6K	Buy	+13,808	New	+$32.2K	﹤0.01%	2813

Other funds holding NMG

GMH

General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's NMG Position: Q2 2025 in Review

Creative Planning sold out of Nouveau Monde Graphite (NMG) in Q2 2025, closing a stake of 14,397 shares — an estimated $21.7K sold.

Creative Planning first reported a position in NMG in Q1 2024 and held it in 5 quarters. The position peaked at $31.6K in Q1 2024. 30 funds tracked by Wall St. Rank hold NMG as of Q2 2025.

Creative Planning reported no remaining Nouveau Monde Graphite position as of Q2 2025 after selling out during the quarter.
Creative Planning sold 14,397 Nouveau Monde Graphite shares in Q2 2025, an estimated $21.7K.
Creative Planning first reported a position in Nouveau Monde Graphite in Q1 2024 and held it in 5 quarters.
Creative Planning's Nouveau Monde Graphite position peaked at $31.6K in Q1 2024.
30 funds tracked by Wall St. Rank held Nouveau Monde Graphite as of Q2 2025.

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