Creative Planning
BLNE icon

Creative Planning’s Beeline Holdings BLNE Stock Holding History

Creative Planning’s Portfolio BLNE Stock Details BLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32.1K Hold
38,175
– – ﹤0.01% 4225
2026
Q2 		$46.6K Hold
38,175
– – ﹤0.01% 4124
2026
Q1 		$89.7K Buy
38,175
+3,818
+11% +$10.5K ﹤0.01% 3924
2025
Q4 		$59.1K Hold
34,357
– – ﹤0.01% 3788
2025
Q3 		$136K Hold
34,357
– – ﹤0.01% 3611
2025
Q2 		$50.8K Buy
+34,357
New +$42.1K ﹤0.01% 3521

Other funds holding BLNE

Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Womack Financial
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Creative Planning's BLNE Position: Q3 2026 in Review

Creative Planning held its Beeline Holdings (BLNE) position steady in Q3 2026 at 38,175 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4225.

Creative Planning first reported a position in BLNE in Q2 2025 and has held it in 6 quarters since. The position peaked at $136K in Q3 2025. 13 funds tracked by Wall St. Rank hold BLNE as of Q3 2026.

  • Creative Planning held 38,175 shares of Beeline Holdings worth $32.1K as of Q3 2026.
  • Creative Planning left its Beeline Holdings share count unchanged in Q3 2026.
  • Beeline Holdings made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4225 holding.
  • Creative Planning first reported a position in Beeline Holdings in Q2 2025 and has held it in 6 quarters since.
  • Creative Planning's Beeline Holdings position peaked at $136K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Beeline Holdings as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.