Creative Planning’s Tourmaline Bio TRML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-13,287
Closed -$636K 4107
2025
Q3
$636K Buy
13,287
+695
+6% +$19.3K ﹤0.01% 2522
2025
Q2
$201K Buy
+12,592
New +$204K ﹤0.01% 3214
2025
Q1
Sell
-109
Closed -$2.21K 3720
2024
Q4
$2.21K Buy
+109
New +$2.75K ﹤0.01% 3457

Creative Planning's TRML Position: Q4 2025 in Review

Creative Planning sold out of Tourmaline Bio (TRML) in Q4 2025, closing a stake of 13,287 shares — an estimated $636K sold.

Creative Planning first reported a position in TRML in Q4 2024 and held it in 3 quarters. The position peaked at $636K in Q3 2025. 0 funds tracked by Wall St. Rank hold TRML as of Q4 2025.

  • Creative Planning reported no remaining Tourmaline Bio position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 13,287 Tourmaline Bio shares in Q4 2025, an estimated $636K.
  • Creative Planning first reported a position in Tourmaline Bio in Q4 2024 and held it in 3 quarters.
  • Creative Planning's Tourmaline Bio position peaked at $636K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Tourmaline Bio as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.