Creative Planning
BLNE

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
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $125M AUM 8.69% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Creative Planning's BLNE Position: Q2 2026 in Review

Creative Planning held its Beeline Holdings (BLNE) position steady in Q2 2026 at 38,175 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4124.

Creative Planning first reported a position in BLNE in Q2 2025 and has held it in 5 quarters since. The position peaked at $136K in Q3 2025. 38 funds tracked by Wall St. Rank hold BLNE as of Q2 2026.

  • Creative Planning held 38,175 shares of Beeline Holdings worth $46.6K as of Q2 2026.
  • Creative Planning left its Beeline Holdings share count unchanged in Q2 2026.
  • Beeline Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4124 holding.
  • Creative Planning first reported a position in Beeline Holdings in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's Beeline Holdings position peaked at $136K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Beeline Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.