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Creative Planning INVX Position History
Innovex International, Inc. • Technology
Quarters held
8
Latest value
$767K
Q3 2026
Peak value
$767K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $354K |
| Q3 2025 | $34K |
| Q4 2025 | $498K |
| Q1 2026 | $575K |
| Q2 2026 | $39K |
| Q2 2026 | $635K |
| Q3 2026 | $45K |
| Q3 2026 | $767K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $767K | 28.4K | — | — |
| Q3 2026 | $45K | 1.7K | — | — |
| Q2 2026 | $635K | 25.6K | — | — |
| Q2 2026 | $39K | 1.6K | — | — |
| Q1 2026 | $575K | 23.6K | — | — |
| Q4 2025 | $498K | 22.8K | — | — |
| Q3 2025 | $34K | 1.8K | — | — |
| Q3 2025 | $354K | 19.1K | — | — |