Question 1

How many shares of AGL does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 11,884 shares of AGL (AGILON HEALTH INC).

Question 2

What is Creative Planning's AGL position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's AGL position is worth $1.3M.

Question 3

Is Creative Planning buying or selling AGL?

Accepted Answer

In 2026-Q2, Creative Planning increased their AGL position (+17.0% change in shares).

Question 4

When did Creative Planning first buy AGL?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in AGL in 2024-Q3. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	11,884	+17.0%	$1.3M	0.0%	$107.18	29
2026-Q1	Decreased	10,156	-90.6%	$80,336	0.0%	$0.57	0
2025-Q4	Decreased	107,994	-28.2%	$74,375	0.0%	$0.71	0
2025-Q3	Decreased	150,467	-12.0%	$154,981	0.0%	$1.11	0
2025-Q2	Increased	170,969	+17.6%	$393,229	0.0%	$2.31	28
2025-Q1	Increased	145,421	+45.9%	$629,673	0.0%	$4.49	33
2024-Q4	Increased	99,701	+125.7%	$189,432	0.0%	$1.91	37
2024-Q3	Decreased	44,176	-33.9%	$173,612	0.0%	$3.74	0