Question 1

How many shares of AGL does Creative Planning own?

Accepted Answer

As of 2026-Q1, Creative Planning holds 10,156 shares of AGL (AGILON HEALTH INC).

Question 2

What is Creative Planning's AGL position worth?

Accepted Answer

As of 2026-Q1, Creative Planning's AGL position is worth $80,336.

Question 3

Is Creative Planning buying or selling AGL?

Accepted Answer

In 2026-Q1, Creative Planning decreased their AGL position (-90.6% 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-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	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
2024-Q2	Increased	66,824	+118.5%	$437,029	0.0%	$6.54	39