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Creative Planning TMCI Position History
Treace Medical Concepts, Inc. • Healthcare
Quarters held
4
Latest value
$218K
Q3 2026
Peak value
$270K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $270K |
| Q3 2025 | $39K |
| Q2 2026 | $103K |
| Q3 2026 | $218K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $218K | 49.2K | — | — |
| Q2 2026 | $103K | 26.0K | — | — |
| Q3 2025 | $39K | 5.9K | — | — |
| Q3 2025 | $270K | 40.3K | — | — |