Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in GERN

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $269,078 203,847
2025-09-30 $5,489 4,007
2025-06-30 $4,882 3,463
2025-03-31 $169,612 106,675
2024-12-31 $235,979 66,661
2024-09-30 $421,239 92,784
2024-06-30 $317,775 74,947
2024-03-31 $115,592 35,028
2023-12-31 $60,803 28,817
2023-09-30 $26,281 12,397
2021-03-31 $306,935 194,263
2020-12-31 $1,590 1,000
2020-12-31 $181,678 114,263
2020-09-30 $1,740 1,000
2020-09-30 $696 400
2020-09-30 $200,153 115,031
2020-06-30 $227,550 104,381
2020-03-31 $100,532 84,481