Creative Planning’s B2Gold BTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $642K | Buy |
141,660
+7,384
| +5% | +$37.1K | ﹤0.01% | 2830 |
|
|
2025
Q4 | $606K | Buy |
134,276
+8,751
| +7% | +$40.8K | ﹤0.01% | 2674 |
|
|
2025
Q3 | $621K | Buy |
125,525
+13,040
| +12% | +$51.3K | ﹤0.01% | 2543 |
|
|
2025
Q2 | $406K | Buy |
112,485
+672
| +0.6% | +$2.21K | ﹤0.01% | 2643 |
|
|
2025
Q1 | $319K | Buy |
111,813
+21,241
| +23% | +$57K | ﹤0.01% | 2697 |
|
|
2024
Q4 | $221K | Buy |
90,572
+8,248
| +10% | +$24.2K | ﹤0.01% | 2900 |
|
|
2024
Q3 | $254K | Buy |
82,324
+4,810
| +6% | +$14K | ﹤0.01% | 2662 |
|
|
2024
Q2 | $209K | Buy |
77,514
+7,025
| +10% | +$19K | ﹤0.01% | 2646 |
|
|
2024
Q1 | $184K | Buy |
70,489
+36,409
| +107% | +$98.3K | ﹤0.01% | 2593 |
|
|
2023
Q4 | $108K | Buy |
34,080
+11,403
| +50% | +$36K | ﹤0.01% | 2561 |
|
|
2023
Q3 | $65.5K | Buy |
+22,677
| New | +$73.8K | ﹤0.01% | 2452 |
|
|
2023
Q1 | – | Sell |
-19,793
| Closed | -$70.7K | – | 2667 |
|
|
2022
Q4 | $70.7K | Buy |
19,793
+1,004
| +5% | +$3.34K | ﹤0.01% | 2191 |
|
|
2022
Q3 | $61K | Sell |
18,789
-7,639
| -29% | -$25.2K | ﹤0.01% | 2103 |
|
|
2022
Q2 | $90K | Hold |
26,428
| – | – | ﹤0.01% | 1982 |
|
|
2022
Q1 | $121K | Buy |
26,428
+2,000
| +8% | +$8.04K | ﹤0.01% | 1972 |
|
|
2021
Q4 | $96K | Buy |
24,428
+1,400
| +6% | +$5.62K | ﹤0.01% | 1958 |
|
|
2021
Q3 | $79K | Hold |
23,028
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q2 | $97K | Buy |
23,028
+7,742
| +51% | +$37.8K | ﹤0.01% | 1877 |
|
|
2021
Q1 | $66K | Buy |
15,286
+490
| +3% | +$2.39K | ﹤0.01% | 2318 |
|
|
2020
Q4 | $83K | Buy |
14,796
+110
| +0.7% | +$672 | ﹤0.01% | 2050 |
|
|
2020
Q3 | $96K | Sell |
14,686
-20,899
| -59% | -$136K | ﹤0.01% | 1828 |
|
|
2020
Q2 | $202K | Buy |
+35,585
| New | +$178K | ﹤0.01% | 1523 |
|
|
2018
Q4 | – | Sell |
-15,120
| Closed | -$35K | – | 1966 |
|
|
2018
Q3 | $35K | Sell |
15,120
-15,950
| -51% | -$37.8K | ﹤0.01% | 1906 |
|
|
2018
Q2 | $80K | Buy |
31,070
+10,950
| +54% | +$29.9K | ﹤0.01% | 1804 |
|
|
2018
Q1 | $55K | Sell |
20,120
-360
| -2% | -$1.06K | ﹤0.01% | 1813 |
|
|
2017
Q4 | $63K | Buy |
20,480
+1,120
| +6% | +$3.02K | ﹤0.01% | 1786 |
|
|
2017
Q3 | $54K | Sell |
19,360
-1,140
| -6% | -$3.02K | ﹤0.01% | 1767 |
|
|
2017
Q2 | $58K | Buy |
20,500
+2,500
| +14% | +$6.59K | ﹤0.01% | 2401 |
|
|
2017
Q1 | $51K | Sell |
18,000
-2,000
| -10% | -$6.02K | ﹤0.01% | 2460 |
|
|
2016
Q4 | $47K | Sell |
20,000
-4,450
| -18% | -$11.1K | ﹤0.01% | 2427 |
|
|
2016
Q3 | $64K | Buy |
+24,450
| New | +$72.6K | ﹤0.01% | 2164 |
|
|
2015
Q2 | – | Sell |
-3,000
| Closed | -$5K | – | 1350 |
|
|
2015
Q1 | $5K | Hold |
3,000
| – | – | ﹤0.01% | 3510 |
|
|
2014
Q4 | $5K | Hold |
3,000
| – | – | ﹤0.01% | 3472 |
|
|
2014
Q3 | $6K | Buy |
+3,000
| New | +$7.55K | ﹤0.01% | 3183 |
|
Other funds holding BTG
PFCS
VCM
Creative Planning's BTG Position: Q1 2026 in Review
Creative Planning increased its B2Gold (BTG) stake by 5.5% in Q1 2026, buying an estimated $37.1K and bringing the position to 141,660 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #2830.
Creative Planning first reported a position in BTG in Q3 2014 and has held it in 34 quarters since. 298 funds tracked by Wall St. Rank hold BTG as of Q1 2026.
- Creative Planning held 141,660 shares of B2Gold worth $642K as of Q1 2026.
- Creative Planning bought 7,384 B2Gold shares in Q1 2026, an estimated $37.1K.
- B2Gold made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2830 holding.
- Creative Planning first reported a position in B2Gold in Q3 2014 and has held it in 34 quarters since.
- 298 funds tracked by Wall St. Rank held B2Gold as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.