Question 1

Does Creative Planning own TVGN stock?

Accepted Answer

No. Creative Planning exited its TVGN (Tevogen Bio Holdings) position in Q4 2025. Its Q3 2025 13F listed 50,057 shares worth $39,310.

Question 2

How many shares of TVGN does Creative Planning own?

Accepted Answer

None since Q4 2025, when Creative Planning exited the position. Its Q3 2025 13F listed 50,057 shares worth $39,310.

Question 3

What is Creative Planning's TVGN position worth?

Accepted Answer

Creative Planning's TVGN position was worth $39,310 in its Q3 2025 13F, before the exit in Q4 2025.

Question 4

Is Creative Planning buying or selling TVGN?

Accepted Answer

In Q4 2025, Creative Planning exited its entire TVGN position.

Question 5

When did Creative Planning first buy TVGN?

Accepted Answer

Creative Planning first reported TVGN in its Q4 2024 13F and listed it in 4 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$16.55	0
2025-Q3	Increased	50,057	+0.1%	$39,310	0.0%	$39.25	14
2025-Q2	Unchanged	50,000	0.0%	$62,500	0.0%	$62.50	0
2025-Q1	Unchanged	50,000	0.0%	$54,000	0.0%	$54.00	0
2024-Q4	New	50,000	—	$51,500	0.0%	$51.50	28