Creative Planning
SGMO

Creative Planning’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Creative Planning’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.66K Buy
14,840
+1,990
+15% +$792 ﹤0.01% 4085
2025
Q4 		$5.4K Buy
12,850
+50
+0.4% +$27 ﹤0.01% 3878
2025
Q3 		$8.62K Buy
12,800
+2,800
+28% +$1.51K ﹤0.01% 3849
2025
Q2 		$5.41K Sell
10,000
-8,985
-47% -$5.33K ﹤0.01% 3640
2025
Q1 		$12.4K Sell
18,985
-679
-3% -$719 ﹤0.01% 3420
2024
Q4 		$20.1K Buy
19,664
+679
+4% +$1.24K ﹤0.01% 3340
2024
Q3 		$16.4K Buy
18,985
+5,000
+36% +$3.66K ﹤0.01% 3155
2024
Q2 		$5.01K Buy
13,985
+295
+2% +$159 ﹤0.01% 3026
2024
Q1 		$9.18K Hold
13,690
– – ﹤0.01% 2870
2023
Q4 		$7.44K Hold
13,690
– – ﹤0.01% 2723
2023
Q3 		$8.21K Sell
13,690
-1,000
-7% -$1.07K ﹤0.01% 2668
2023
Q2 		$19.1K Sell
14,690
-15,518
-51% -$21.2K ﹤0.01% 2509
2023
Q1 		$53.2K Buy
30,208
+14,168
+88% +$40.4K ﹤0.01% 2339
2022
Q4 		$50.4K Buy
16,040
+1,061
+7% +$4.12K ﹤0.01% 2228
2022
Q3 		$73K Buy
14,979
+139
+0.9% +$714 ﹤0.01% 2079
2022
Q2 		$61K Hold
14,840
– – ﹤0.01% 2027
2022
Q1 		$86K Sell
14,840
-1,429
-9% -$8.5K ﹤0.01% 2010
2021
Q4 		$122K Buy
16,269
+679
+4% +$5.9K ﹤0.01% 1934
2021
Q3 		$140K Buy
15,590
+1,900
+14% +$18.8K ﹤0.01% 1910
2021
Q2 		$164K Sell
13,690
-2,130
-13% -$24.1K ﹤0.01% 1828
2021
Q1 		$198K Hold
15,820
– – ﹤0.01% 2103
2020
Q4 		$247K Hold
15,820
– – ﹤0.01% 1748
2020
Q3 		$149K Buy
15,820
+700
+5% +$7.57K ﹤0.01% 1758
2020
Q2 		$135K Sell
15,120
-116,613
-89% -$1.08M ﹤0.01% 1614
2020
Q1 		$839K Sell
131,733
-306,649
-70% -$2.28M ﹤0.01% 717
2019
Q4 		$3.67M Buy
438,382
+400,553
+1,059% +$3.68M 0.01% 358
2019
Q3 		$342K Sell
37,829
-17,275
-31% -$194K ﹤0.01% 1279
2019
Q2 		$593K Buy
55,104
+26,265
+91% +$279K ﹤0.01% 982
2019
Q1 		$275K Buy
28,839
+5,555
+24% +$56.7K ﹤0.01% 1374
2018
Q4 		$267K Sell
23,284
-10,300
-31% -$128K ﹤0.01% 1306
2018
Q3 		$569K Buy
33,584
+3,171
+10% +$48.2K ﹤0.01% 1010
2018
Q2 		$432K Buy
30,413
+20,000
+192% +$332K ﹤0.01% 1151
2018
Q1 		$198K Buy
+10,413
New +$223K ﹤0.01% 1618
2017
Q3 		– Sell
-3,132
Closed -$28K – 3398
2017
Q2 		$28K Buy
3,132
+2,132
+213% +$13.7K ﹤0.01% 2939
2017
Q1 		$5K Buy
+1,000
New +$4.01K ﹤0.01% 3972
2016
Q4 		– Sell
-1,500
Closed -$7K – 4810
2016
Q3 		$7K Buy
+1,500
New +$7.63K ﹤0.01% 3741
2013
Q4 		– Sell
-400
Closed -$4K – 3452
2013
Q3 		$4K Buy
+400
New +$3.97K ﹤0.01% 2812

Other funds holding SGMO

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Creative Planning's SGMO Position: Q1 2026 in Review

Creative Planning increased its SANGAMO THERAPEUTICS INC (SGMO) stake by 15% in Q1 2026, buying an estimated $792 and bringing the position to 14,840 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #4085.

Creative Planning first reported a position in SGMO in Q3 2013 and has held it in 37 quarters since. The position peaked at $3.67M in Q4 2019. 112 funds tracked by Wall St. Rank hold SGMO as of Q1 2026.

  • Creative Planning held 14,840 shares of SANGAMO THERAPEUTICS INC worth $3.66K as of Q1 2026.
  • Creative Planning bought 1,990 SANGAMO THERAPEUTICS INC shares in Q1 2026, an estimated $792.
  • SANGAMO THERAPEUTICS INC made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4085 holding.
  • Creative Planning first reported a position in SANGAMO THERAPEUTICS INC in Q3 2013 and has held it in 37 quarters since.
  • Creative Planning's SANGAMO THERAPEUTICS INC position peaked at $3.67M in Q4 2019.
  • 112 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.