Creative Planning
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Creative Planning’s ClearSign Technologies CLIR Stock Holding History

Creative Planning’s Portfolio CLIR Stock Details CLIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,355
Closed -$53.9K – 4322
2026
Q1 		$53.9K Sell
12,355
-1,250
-9% -$7.17K ﹤0.01% 3977
2025
Q4 		$75.7K Sell
13,605
-2,300
-14% -$18.3K ﹤0.01% 3750
2025
Q3 		$123K Buy
15,905
+1,720
+12% +$10.1K ﹤0.01% 3641
2025
Q2 		$75.9K Hold
14,185
– – ﹤0.01% 3466
2025
Q1 		$106K Sell
14,185
-6,844
-33% -$68.3K ﹤0.01% 3246
2024
Q4 		$303K Buy
21,029
+322
+2% +$3.18K ﹤0.01% 2658
2024
Q3 		$176K Sell
20,707
-5,920
-22% -$47.1K ﹤0.01% 2882
2024
Q2 		$222K Buy
+26,627
New +$220K ﹤0.01% 2604
2013
Q3 		– Sell
-100
Closed -$9K – 3222
2013
Q2 		$9K Buy
+100
New +$8.4K ﹤0.01% 2313

Other funds holding CLIR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return

Creative Planning's CLIR Position: Q2 2026 in Review

Creative Planning sold out of ClearSign Technologies (CLIR) in Q2 2026, closing a stake of 12,355 shares — an estimated $53.9K sold.

Creative Planning first reported a position in CLIR in Q2 2013 and held it in 9 quarters. The position peaked at $303K in Q4 2024. 25 funds tracked by Wall St. Rank hold CLIR as of Q2 2026.

  • Creative Planning reported no remaining ClearSign Technologies position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 12,355 ClearSign Technologies shares in Q2 2026, an estimated $53.9K.
  • Creative Planning first reported a position in ClearSign Technologies in Q2 2013 and held it in 9 quarters.
  • Creative Planning's ClearSign Technologies position peaked at $303K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held ClearSign Technologies as of Q2 2026.

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