Superior Planning, LLC’s Goosehead Insurance GSHD Stock Holding History

Superior Planning, LLC’s Portfolio GSHD Stock Details GSHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$680	Buy	+15	New	+$896	﹤0.01%	1837

Other funds holding GSHD

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Langdon Equity Partners Toronto $146M AUM 11.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Superior Planning, LLC's GSHD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Goosehead Insurance (GSHD) in Q3 2026: 15 shares worth $680. The stake represents ﹤0.01% of the portfolio and ranks #1837 among its holdings.

150 funds tracked by Wall St. Rank hold GSHD as of Q3 2026.

Superior Planning, LLC held 15 shares of Goosehead Insurance worth $680 as of Q3 2026.
Goosehead Insurance was a new Superior Planning, LLC position in Q3 2026.
Goosehead Insurance made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1837 holding.
150 funds tracked by Wall St. Rank held Goosehead Insurance as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.