Creative Planning
VERV

Creative Planning’s Verve Therapeutics VERV Stock Holding History

Creative Planning’s Portfolio VERV Stock Details VERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,837
Closed -$178K – 4023
2025
Q2 		$178K Sell
15,837
-4,459
-22% -$25.4K ﹤0.01% 3268
2025
Q1 		$92.8K Sell
20,296
-1,748
-8% -$11.7K ﹤0.01% 3264
2024
Q4 		$124K Buy
22,044
+11,637
+112% +$65.6K ﹤0.01% 3113
2024
Q3 		$50.4K Buy
+10,407
New +$60.4K ﹤0.01% 3098

Other funds holding VERV

GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's VERV Position: Q3 2025 in Review

Creative Planning sold out of Verve Therapeutics (VERV) in Q3 2025, closing a stake of 15,837 shares — an estimated $178K sold.

Creative Planning first reported a position in VERV in Q3 2024 and held it in 4 quarters. The position peaked at $178K in Q2 2025. 6 funds tracked by Wall St. Rank hold VERV as of Q3 2025.

  • Creative Planning reported no remaining Verve Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 15,837 Verve Therapeutics shares in Q3 2025, an estimated $178K.
  • Creative Planning first reported a position in Verve Therapeutics in Q3 2024 and held it in 4 quarters.
  • Creative Planning's Verve Therapeutics position peaked at $178K in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Verve Therapeutics as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.