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Creative Planning MBX Position History
MBX Biosciences, Inc. • Healthcare
Quarters held
8
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q3 2025 | $500K |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.1M |
| Q2 2026 | $38K |
| Q2 2026 | $2.1M |
| Q3 2026 | $41K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 43.0K | — | — |
| Q3 2026 | $41K | 692 | — | — |
| Q2 2026 | $2.1M | 38.8K | — | — |
| Q2 2026 | $38K | 692 | — | — |
| Q1 2026 | $1.1M | 36.0K | — | — |
| Q4 2025 | $1.1M | 33.7K | — | — |
| Q3 2025 | $500K | 28.6K | — | — |
| Q3 2025 | $3K | 143 | — | — |
Other funds holding MBX
$47.7M
$47.7M
$25.8M
$23.5M