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Creative Planning CRGY Position History
Crescent Energy Company • Energy
Quarters held
10
Latest value
$4.9M
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29K |
| Q3 2025 | $801K |
| Q4 2025 | $2M |
| Q4 2025 | $258K |
| Q1 2026 | $397K |
| Q1 2026 | $3M |
| Q2 2026 | $296K |
| Q2 2026 | $2.4M |
| Q3 2026 | $392K |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 382.2K | — | — |
| Q3 2026 | $392K | 30.4K | — | — |
| Q2 2026 | $2.4M | 240.0K | — | — |
| Q2 2026 | $296K | 30.1K | — | — |
| Q1 2026 | $3M | 218.9K | — | — |
| Q1 2026 | $397K | 29.4K | — | — |
| Q4 2025 | $258K | 30.8K | — | — |
| Q4 2025 | $2M | 241.6K | — | — |
| Q3 2025 | $801K | 89.8K | — | — |
| Q3 2025 | $29K | 3.3K | — | — |
Other funds holding CRGY
$227.1M
$217.2M