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Creative Planning SGI Position History
Somnigroup International Inc. • Technology
Quarters held
8
Latest value
$3.2M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10K |
| Q3 2025 | $1.6M |
| Q4 2025 | $1.9M |
| Q1 2026 | $1.9M |
| Q2 2026 | $12K |
| Q2 2026 | $1.7M |
| Q3 2026 | $27K |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 51.3K | — | — |
| Q3 2026 | $27K | 439 | — | — |
| Q2 2026 | $1.7M | 22.2K | — | — |
| Q2 2026 | $12K | 154 | — | — |
| Q1 2026 | $1.9M | 25.7K | — | — |
| Q4 2025 | $1.9M | 21.4K | — | — |
| Q3 2025 | $1.6M | 19.3K | — | — |
| Q3 2025 | $10K | 122 | — | — |
Other funds holding SGI
$570.8M
$570.8M
$509.3M
$390.1M
$346.6M
$275.7M
$265.8M
$231.2M