Position in SGMOQ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,710
-$1,687 QoQ
Shares Held
14,840
+15.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SGMOQ Over Time
Shares Held
Position Value (USD)
Derivatives in SGMOQ
reported options exposure · as of Mar 31, 2020CallValue
$2,548
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026Creative Planning holds $452,608,635 across 219 Biotechnology names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
127,672 | $63,418,511 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
36,949 | $23,039,178 | |
| 3 | EXEL |
Exelixis, Inc.
|
270,292 | $14,706,586 | |
| 4 | INCY |
Incyte Corp
|
110,664 | $12,544,870 | |
| 5 | CYTK |
Cytokinetics Inc
|
141,939 | $12,091,783 | |
| 6 | RVMD |
Revolution Medicines, Inc.
|
64,120 | $12,008,393 | |
| 7 | ARGX |
Argenx SE
|
12,744 | $11,823,500 | |
| 8 | BMRN |
Biomarin Pharmaceutical Inc
|
153,161 | $8,763,872 |
All Filings in SGMOQ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,710 | 14,840 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,397 | 12,850 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,576 | 12,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,400 | 10,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,530 | 18,985 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,057 | 19,664 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,516 | 18,985 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $5,034 | 13,985 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $9,172 | 13,690 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,392 | 13,690 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,214 | 13,690 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $19,097 | 14,690 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $53,166 | 30,208 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $50,365 | 16,040 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $73,397 | 14,979 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $61,437 | 14,840 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $86,220 | 14,840 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $122,017 | 16,269 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $140,465 | 15,590 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $163,869 | 13,690 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $198,224 | 15,820 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $246,950 | 15,820 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $149,499 | 15,820 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $135,475 | 15,120 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $839,139 | 131,733 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $2,548 | 400 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||