Back to EXPO
Creative Planning EXPO Position History
Exponent, Inc. • Industrials
Quarters held
8
Latest value
$6.4M
Q3 2026
Peak value
$6.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q3 2025 | $69K |
| Q4 2025 | $6M |
| Q1 2026 | $4.3M |
| Q2 2026 | $25K |
| Q2 2026 | $2.7M |
| Q3 2026 | $67K |
| Q3 2026 | $6.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.4M | 98.5K | — | — |
| Q3 2026 | $67K | 1.0K | — | — |
| Q2 2026 | $2.7M | 45.8K | — | — |
| Q2 2026 | $25K | 431 | — | — |
| Q1 2026 | $4.3M | 66.3K | — | — |
| Q4 2025 | $6M | 86.1K | — | — |
| Q3 2025 | $69K | 997 | — | — |
| Q3 2025 | $3M | 43.4K | — | — |
Other funds holding EXPO
$418M
$388.7M
$359.6M
$341.2M
$336.9M
$328.6M
$212.2M