Creative Planning
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Creative Planning’s Tevogen Bio Holdings TVGN Stock Holding History

Creative Planning’s Portfolio TVGN Stock Details TVGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,001
Closed -$39.3K – 4135
2025
Q3 		$39.3K Buy
1,001
+1
+0.1% +$49 ﹤0.01% 3777
2025
Q2 		$62.5K Hold
1,000
– – ﹤0.01% 3492
2025
Q1 		$54K Hold
1,000
– – ﹤0.01% 3341
2024
Q4 		$51.5K Buy
+1,000
New +$65.2K ﹤0.01% 3250

Other funds holding TVGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Creative Planning's TVGN Position: Q4 2025 in Review

Creative Planning sold out of Tevogen Bio Holdings (TVGN) in Q4 2025, closing a stake of 1,001 shares — an estimated $39.3K sold.

Creative Planning first reported a position in TVGN in Q4 2024 and held it in 4 quarters. The position peaked at $62.5K in Q2 2025. 51 funds tracked by Wall St. Rank hold TVGN as of Q4 2025.

  • Creative Planning reported no remaining Tevogen Bio Holdings position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 1,001 Tevogen Bio Holdings shares in Q4 2025, an estimated $39.3K.
  • Creative Planning first reported a position in Tevogen Bio Holdings in Q4 2024 and held it in 4 quarters.
  • Creative Planning's Tevogen Bio Holdings position peaked at $62.5K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Tevogen Bio Holdings as of Q4 2025.

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