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Disclosery

Creative Planning: GEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on GEN, newest first. How the timeline and the estimate are built.

Creative Planning held 155,861 GEN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,861 shares
    Change vs previous 13F +62,905 shares

    <0.01% of the 13F portfolio, value $3,879,388.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 92,956 shares
    Change vs previous 13F +12,310 shares

    <0.01% of the 13F portfolio, value $1,750,370.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,646 shares
    Change vs previous 13F +3,180 shares

    <0.01% of the 13F portfolio, value $2,192,775.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,466 shares
    Change vs previous 13F +2,525 shares

    <0.01% of the 13F portfolio, value $2,199,261.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 74,941 shares
    Change vs previous 13F +6,740 shares

    <0.01% of the 13F portfolio, value $2,203,274.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 68,201 shares
    Change vs previous 13F +8,806 shares

    <0.01% of the 13F portfolio, value $1,810,067.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,395 shares
    Change vs previous 13F +3,555 shares

    <0.01% of the 13F portfolio, value $1,626,246.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 55,840 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,531,703.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).