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Creative Planning FATE Position History
Fate Therapeutics, Inc. • Healthcare
Quarters held
5
Latest value
$54K
Q3 2026
Peak value
$294K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $33K |
| Q4 2025 | $23K |
| Q1 2026 | $59K |
| Q2 2026 | $294K |
| Q3 2026 | $54K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $54K | 22.7K | — | — |
| Q2 2026 | $294K | 109.0K | — | — |
| Q1 2026 | $59K | 49.4K | — | — |
| Q4 2025 | $23K | 23.9K | — | — |
| Q3 2025 | $33K | 26.3K | — | — |