CreativeOne Wealth’s Argan AGX Stock Holding History

CreativeOne Wealth’s Portfolio AGX Stock Details AGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-785	Closed	-$212K	–	1174
2025 Q3	$212K	Buy	+785	New	+$180K	0.01%	1080

Other funds holding AGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CreativeOne Wealth's AGX Position: Q4 2025 in Review

CreativeOne Wealth sold out of Argan (AGX) in Q4 2025, closing a stake of 785 shares — an estimated $212K sold.

CreativeOne Wealth first reported a position in AGX in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 433 funds tracked by Wall St. Rank hold AGX as of Q4 2025.

CreativeOne Wealth reported no remaining Argan position as of Q4 2025 after selling out during the quarter.
CreativeOne Wealth sold 785 Argan shares in Q4 2025, an estimated $212K.
CreativeOne Wealth first reported a position in Argan in Q3 2025 and held it in 1 quarter.
CreativeOne Wealth's Argan position peaked at $212K in Q3 2025.
433 funds tracked by Wall St. Rank held Argan as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.