Creative Planning
CBLL

Creative Planning’s CeriBell Inc CBLL Stock Holding History

Creative Planning’s Portfolio CBLL Stock Details CBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$194K Buy
10,609
+101
+1% +$2.03K ﹤0.01% 3748
2025
Q4 		$230K Buy
+10,508
New +$163K ﹤0.01% 3443

Other funds holding CBLL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
RTM
Red Tree Management Redwood City, California $112M AUM 91.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $622M AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Creative Planning's CBLL Position: Q1 2026 in Review

Creative Planning increased its CeriBell Inc (CBLL) stake by 0.96% in Q1 2026, buying an estimated $2.03K and bringing the position to 10,609 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #3748.

Creative Planning first reported a position in CBLL in Q4 2025 and has held it in 2 quarters since. The position peaked at $230K in Q4 2025. 122 funds tracked by Wall St. Rank hold CBLL as of Q1 2026.

  • Creative Planning held 10,609 shares of CeriBell Inc worth $194K as of Q1 2026.
  • Creative Planning bought 101 CeriBell Inc shares in Q1 2026, an estimated $2.03K.
  • CeriBell Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3748 holding.
  • Creative Planning first reported a position in CeriBell Inc in Q4 2025 and has held it in 2 quarters since.
  • Creative Planning's CeriBell Inc position peaked at $230K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held CeriBell Inc as of Q1 2026.

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