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Creative Planning FVGPY Position History
FINVOLUTION GROUP • Financial Services
Quarters held
5
Latest value
$89K
Q3 2026
Peak value
$373K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $373K |
| Q4 2025 | $227K |
| Q1 2026 | $173K |
| Q2 2026 | $156K |
| Q3 2026 | $89K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $89K | 29.2K | — | — |
| Q2 2026 | $156K | 32.7K | — | — |
| Q1 2026 | $173K | 36.1K | — | — |
| Q4 2025 | $227K | 43.4K | — | — |
| Q3 2025 | $373K | 50.7K | — | — |