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Creative Planning BGC Position History
BGC Group, Inc.
Quarters held
8
Latest value
$10.2M
Q3 2026
Peak value
$10.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $651K |
| Q3 2025 | $965 |
| Q4 2025 | $1.5M |
| Q1 2026 | $5.4M |
| Q2 2026 | $100K |
| Q2 2026 | $7.5M |
| Q3 2026 | $168K |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 884.7K | — | — |
| Q3 2026 | $168K | 14.5K | — | — |
| Q2 2026 | $7.5M | 705.5K | — | — |
| Q2 2026 | $100K | 9.4K | — | — |
| Q1 2026 | $5.4M | 553.2K | — | — |
| Q4 2025 | $1.5M | 163.2K | — | — |
| Q3 2025 | $965 | 102 | — | — |
| Q3 2025 | $651K | 68.8K | — | — |