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
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

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's BLNE Position: Q1 2026 in Review

Creative Planning increased its Beeline Holdings (BLNE) stake by 11% in Q1 2026, buying an estimated $10.5K and bringing the position to 38,175 shares worth $89.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3924.

Creative Planning first reported a position in BLNE in Q2 2025 and has held it in 4 quarters since. The position peaked at $136K in Q3 2025. 39 funds tracked by Wall St. Rank hold BLNE as of Q1 2026.

  • Creative Planning held 38,175 shares of Beeline Holdings worth $89.7K as of Q1 2026.
  • Creative Planning bought 3,818 Beeline Holdings shares in Q1 2026, an estimated $10.5K.
  • Beeline Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3924 holding.
  • Creative Planning first reported a position in Beeline Holdings in Q2 2025 and has held it in 4 quarters since.
  • Creative Planning's Beeline Holdings position peaked at $136K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Beeline Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.