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Creative Planning CONE Position History
CyrusOne Inc. • Real Estate
Quarters held
8
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17K |
| Q3 2025 | $1.2M |
| Q4 2025 | $2.8M |
| Q1 2026 | $2.1M |
| Q2 2026 | $40K |
| Q2 2026 | $4.2M |
| Q3 2026 | $43K |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 512.5K | — | — |
| Q3 2026 | $43K | 4.8K | — | — |
| Q2 2026 | $4.2M | 340.6K | — | — |
| Q2 2026 | $40K | 3.3K | — | — |
| Q1 2026 | $2.1M | 282.9K | — | — |
| Q4 2025 | $2.8M | 261.3K | — | — |
| Q3 2025 | $1.2M | 149.2K | — | — |
| Q3 2025 | $17K | 2.1K | — | — |
Other funds holding CONE
$737.6M
$606.3M
$534.2M
$443.9M
$204.6M
$204.6M
$187.7M