CreativeOne Wealth, LLC

Position in VRT — Vertiv Holdings Co

CIK 1739728 OVERLAND PARK, KS

Position in VRT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,218,851

+$130,518 QoQ

Shares Held

6,627

-20.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#848

of 2,028 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $4,624,305 across 6 Electrical Equipment & Parts names. VRT ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	6,627	$2,218,851
2	BE	Bloom Energy Corp	4,885	$1,478,689
3	NVT	nVent Electric plc	2,000	$339,220
4	POWL	Powell Industries Inc	982	$281,205
5	ENS	EnerSys	943	$220,492
6	EOSE	Eos Energy Enterprises, Inc.	14,600	$85,848

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,218,851	6,627	-20.5%	Shares	Other	2026-08-13
2026-03-31	$2,088,333	8,334	-14.9%	Shares	Other	2026-05-15
2025-12-31	$1,586,077	9,790	-8.0%	Shares	Other	2026-02-13
2025-09-30	$1,606,054	10,646	+187.8%	Shares	Other	2025-11-13
2025-06-30	$474,987	3,699	+22.7%	Shares	Other	2025-08-12
2025-03-31	$217,682	3,015	+15.3%	Shares	Other	2025-05-14
2024-12-31	$297,203	2,616	-7.4%	Shares	Other	2025-02-13
2024-09-30	$281,158	2,826	-41.8%	Shares	Other	2024-11-13
2024-06-30	$420,643	4,859	—	Shares	Other	2024-08-14
No filing history on record for this holder in this stock.