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Creative Planning

CIK
1540235
City
OVERLAND PARK
State / Country
KS

Top Portfolio Positions

3,003 positions · $37,951,846,565 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in GNSS

Export CSV

Shares Held

Position Value (USD)

17 quarters on record
Report Date Value (USD) Shares
2026-03-31 $39,665 21,794
2025-12-31 $46,857 21,794
2025-09-30 $53,395 21,794
2025-06-30 $37,703 21,794
2025-03-31 $49,472 21,794
2024-12-31 $56,664 21,794
2024-09-30 $76,718 21,550
2024-06-30 $45,686 21,550
2024-03-31 $51,073 21,550
2023-12-31 $43,746 21,550
2023-09-30 $43,315 21,550
2023-06-30 $56,030 21,550
2023-03-31 $63,572 21,550
2022-12-31 $79,735 21,550
2022-09-30 $59,693 21,550
2022-06-30 $70,037 21,550
2022-03-31 $55,000 20,000