Question 1

Does Creative Planning own PENG stock?

Accepted Answer

As of its Q2 2025 13F, Creative Planning held 40,194 shares of PENG (Smart Global), worth $796,244.

Question 2

How many shares of PENG does Creative Planning own?

Accepted Answer

As of its Q2 2025 13F, Creative Planning held 40,194 shares of PENG (Smart Global).

Question 3

What is Creative Planning's PENG position worth?

Accepted Answer

As of its Q2 2025 13F, Creative Planning's PENG position was worth $796,244.

Question 4

When did Creative Planning first buy PENG?

Accepted Answer

Creative Planning first reported PENG in its Q4 2023 13F and listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$26.28	0
2025-Q2	Increased	40,194	+79.5%	$796,244	0.0%	$19.81	38
2025-Q1	Increased	22,397	+31.7%	$389,036	0.0%	$17.37	30
2024-Q4	Decreased	17,009	-13.2%	$326,403	0.0%	$19.19	0
2024-Q3	Increased	19,596	+48.0%	$410,536	0.0%	$20.95	33