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Creative Planning CELC Position History
Celcuity Inc. • Healthcare
Quarters held
8
Latest value
$2.6M
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $814K |
| Q3 2025 | $36K |
| Q4 2025 | $2.1M |
| Q1 2026 | $4M |
| Q2 2026 | $93K |
| Q2 2026 | $3.1M |
| Q3 2026 | $71K |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 32.2K | — | — |
| Q3 2026 | $71K | 898 | — | — |
| Q2 2026 | $3.1M | 29.6K | — | — |
| Q2 2026 | $93K | 887 | — | — |
| Q1 2026 | $4M | 35.2K | — | — |
| Q4 2025 | $2.1M | 21.0K | — | — |
| Q3 2025 | $36K | 725 | — | — |
| Q3 2025 | $814K | 16.5K | — | — |
Other funds holding CELC
$204.6M
$204.6M
$199.8M
$173.3M
$163.3M
$142.6M
$140.9M
$129.3M